Hybrid Cost Basis Specialist – Data Integrity & Client Support
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2025-12-20
Listing for:
Orion Advisor Solutions, Inc
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Cost Basis Specialist I in Omaha, Nebraska. In this role, you will ensure the accuracy and integrity of cost basis and tax lot reporting, support clients through various channels, and maintain compliance with internal controls. The ideal candidate should possess strong attention to detail, have at least a Bachelor's degree in a relevant field, and ideally some experience in financial services.
This role offers a hybrid work model and a range of competitive benefits.
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