November 7, 2024

Salt Lake City

FULL TIME & INTERN

Summary

Employment Terms:

This role 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
Hours: 7:30am-3:30pm
Overtime: Additional hours may be required
Target Start Date: June 2025
Estimated Salary: $60,000/year
Must be legally authorized to work in the United States, without the need for sponsorship now or in the future

Essential Tasks - In this job, you will:

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
Find creative solutions to problems while providing excellent client service
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
Review and approve transactions for IRA accounts

General Skills and Abilities - In this job you will demonstrate:

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
Humility and willingness to learn

Digital/Technical Skills - In this job you will demonstrate:

Intermediate data management skills (such as transferring information, using formulas such as VLOOKUP, and creating charts/graphs and pivot tables) using Microsoft Excel and other Office Suite tools (Word, Power Point, Outlook)
Intermediate site navigation skills (pulling data, combining data) using web-based applications
Basic querying skills using SQL is nice to have but not required
Exposure to business analytical tools, such as Tableau and/or Alteryx is nice to have but not required

Education/Knowledge - In this job you need to have:

Bachelor’s degree in any discipline
Basic knowledge of the securities industry, stock market, and tax principles is nice to have but not required

Experience - In this job you need to have:

Experience (professional, personal, or academic) with Wealth Management brokerage functions is nice to have but not required

Social Interaction - The following types of communication and interaction are required to perform the job successfully:

Job Stressors - Employees sometimes find the following stressful about this job:

Dealing with different regulatory deadlines and tax reports, which can involve extended working hours to meet tight deadlines

Job Motivators - Employees tend to find the following motivating or rewarding:

The opportunity to work with an incredibly supportive team of highly motivated individuals who are strong performers
Working on a diverse team of individuals with a variety of cultural, professional and academic backgrounds
Exposure to a variety of different job functions, including client service, data reconciliations, regulatory implementations, data analytics and more, which provides the opportunity to take on fresh new challenges and learn new skills
Access to great internal training resources

The Specialisterne Recruitment Process:
Application

Fill out the online application and submit your resume to Specialisterne.
Complete a follow-up discovery questionnaire to help us learn more about your situation, general skills, and how you work best.

Assessment

Candidates who best match qualifications will be invited to complete a Candidate Profile to showcase your job-relevant skills and abilities.
A Specialisterne facilitator will book a review meeting with you to discuss your profile and help you showcase your skills best.

Manager Meetings

The employer partner will review Candidate Profiles and invite finalists for a manager meeting to learn more about you and answer any questions you may have. Specialisterne will provide meeting agendas in advance to help you prepare.
The employer partner will confirm selection decisions and begin onboarding.

Workplace Support

Specialisterne and our employer partners are committed to providing inclusive onboarding experiences and supporting new employees as they learn on the job.
All new hires continue to liaise with a Specialisterne Workplace Support Specialist for their first twelve weeks on the job.

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