Financial Operations Specialist

3 weeks ago


Salt Lake, Utah, United States Specialisterne Full time
Job Overview

We are seeking a highly skilled Financial Operations Specialist to join our team at Specialisterne. As a key member of our operations team, you will be responsible for ensuring the accuracy and completeness of financial data.

About the Role

The ideal candidate will have experience in data management and analysis, with a strong understanding of tax principles and regulations. You will work closely with our Business and Engineering teams to improve operational processes and workflows.

This is an 8-9 week internship with the opportunity to transition to full-time employment. Internship and full-time employment are both fully in-office.

Key Responsibilities
  • Monitor and validate data to ensure accurate reporting of realized gains and losses
  • Review corporate action events to capture appropriate cost basis updates
  • Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
  • Provide training to Private Wealth Management (PWM) Advisor teams regarding tax reporting updates
  • Partner with the Business and Engineering teams to improve operational processes and workflows
Requirements
  • Strong commitment to quality controls and procedures
  • The ability to work well in a team environment and independently without constant supervision
  • The ability to improve processes
  • The ability to identify risks that may come up within different industry processes and know when to escalate issues
Digital/Technical Skills
  • Intermediate data management skills using Microsoft Excel and other Office Suite tools
  • Intermediate site navigation skills using web-based applications
  • Basic querying skills using SQL is a plus
Education/Knowledge
  • Bachelor's degree in any discipline
  • Basic knowledge of the securities industry and tax principles is a plus
Salary & Benefits

Estimated Salary: $60,000/year

This role offers a competitive salary and benefits package, including health insurance, retirement plan, and paid time off.



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