Financial Processor

Job Summary

Leveraging advanced cost basis expertise, the fully remote Financial Processor will manage high-complexity client accounts, conduct detailed analyses, and provide guidance and training to associates while ensuring compliance with regulatory standards.

Key responsibilities

• Review high-complexity client requests for accuracy and adherence to regulatory guidelines
• Calculate and maintain cost basis information for client holdings using proprietary software
• Analyze historical records to verify cost basis accuracy and assess corporate actions for cost basis implications

Required qualifications

• Undergraduate degree or equivalent combination of training and experience preferred
• Accounting or finance background preferred
• Experience in the brokerage industry preferred
• Strong computer proficiency and ability to learn proprietary software
• Excellent time management and research skills