Gain & Loss Analyst – Wealth Management Reporting
Job in
South Jordan, Salt Lake County, Utah, 84095, USA
Listed on 2026-08-22
Listing for:
Northpointe Staffing Professionals
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Northpointe Staffing Professionals seeks a Branch Services Representative to support Wealth Management Gain/Loss activities. You will respond to branch inquiries and help with 1099-B reporting, account maintenance, and cost basis questions.
The role requires independent work within a team, strong time management, attention to detail, and the ability to meet tight annual deadlines. Excellent communication and problem-solving skills are essential.
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