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Axelon Services Corporation · 4 months ago

Financial Analyst (Level I)

Pennington, NJ

Full-time

Hybrid

Entry Level

1+ years exp

Axelon Services Corporation is a company seeking to hire a Financial Analyst (Level I). The role involves processing transactions, providing operational support, and assisting with training for team members while ensuring accurate reporting of financial data.

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Responsibilities

Process routine/standard transactions according to established procedures and prescribed processes

Daily responsibilities may cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc

Provide quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients

May provide advice and assist with training for less experienced team members

Expected to use some independence of thought but refer more complex problems to Operations Team Manager and/or Supervisor

Generally, 1 year or more experience is preferred

Part of the Cost Basis Team, handling branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email regarding updates and research of cost basis reflecting in our Global Tax Lots system

Research and resolve transactional breaks that result in inaccurate cost basis requiring manual updates

Experience working with financial statements and records with an emphasis on attention to detail

Tax Reporting Operations is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service, so the ability to update tax lot records accurately and efficiently is required