SGS Technologie ยท 18 hours ago
Junior Accounting Associate - LOCALS ONLY
SGS Technologie is a software development and staffing company with two decades of experience in IT services. They are seeking a Junior Accounting Associate to assist in utilizing a Cost Basis Reporting System and provide clients with cost basis and corporate action information, while delivering superior client service through accuracy and timeliness.
Responsibilities
Inputs and maintains data into Cost Basis Reporting systems
Manages valuations for client accounts based on date or month of death
Emails branches (guidelines will be provided)
Acts as a team member for issues and projects requiring moderate research and analysis
Update accounts for clients (businesses or individuals)
Promotes effective coordination between multiple workgroups in functional areas
Qualification
Required
Minimum of High School Diploma or GED
Experience working in finance or banking (auditing) is a plus
Knowledge of financial markets and products
Knowledge of fundamental concepts of calculating capital gains and losses
Knowledge of fundamental investment concepts, practices and procedures used in the securities industry
Ability to interact effectively with external and internal clients through both written and verbal communication
Ability to give customer satisfaction high priority and proactively address customer needs
Ability to identify relationships, draw logical conclusions and interpret results for use in decision-making
Ability to manage multiple activities simultaneously to ensure timely and satisfactory completion of responsibilities
Ability to exhibit initiative, independence and self-direction when performing tasks
Ability to perform assignments that are broad in nature
Ability to learn quickly
Ability to follow procedures
Ability to work independently
Skills in learning and applying new information, skills and processes quickly
Skills in balancing spreadsheets and reviewing data from multiple sources
Skills in problem solving complex issues
Skills in organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment
Skills in Microsoft Office applications sufficient to produce documents and email with an advanced skill level proficiency in Microsoft Excel, Outlook, and SharePoint
Skills in customer service and handling phone calls
Skills in working from a queue
Skills in data analysis/quality checks
Skills in ability to multitask and prioritize
Skills in attention to detail
Preferred
Some college preferred (Finance or Economics) but not required
Benefits
Laptop and monitors provided.
Company
SGS Technologie
SGS Technologies is a web design and development company that offers a range of web development and optimization services to its clients.
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase