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Financial Analyst

Company: Pionear Recruiting
Location: Jacksonville
Posted on: November 25, 2022

Job Description:

  • Associate will be responsible for completion of requests submitted from branch offices which will include but are not limited to Date of Death Step-ups, Cost Basis Inquiries, Versus Purchase, Capital Changes, Corporate Actions, etc.
  • Associate will be working directly with Financial Advisors and Client Associates to ensure accurate tax reporting of cost basis and acquisition dates of securities held or liquidated in brokerage accounts

Keywords: Pionear Recruiting, Jacksonville , Financial Analyst, Professions , Jacksonville, Florida

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