Job Description
Join as a Financial Transactions Reconciliation Officer focusing on tax reporting within Wealth Operations. Ensure the integrity of financial data through thorough reconciliation practices.
You’ll be responsible for reconciling a wide range of financial transactions and validating data integrity. Collaborate with teams to identify discrepancies and enhance operational processes. Your insights will contribute to timely reporting and risk management strategies.
Key Responsibilities:
• Conduct reconciliations for various investment transactions
• Verify data accuracy against compliance standards
• Investigate and resolve reconciliation issues
• Generate reports highlighting reconciliation insights
• Collaborate to refine reconciliation processes
Requirements:
• Bachelor’s degree in finance or accounting
• Background in wealth management or financial services
• Strong proficiency in Excel and reconciliat...
You’ll be responsible for reconciling a wide range of financial transactions and validating data integrity. Collaborate with teams to identify discrepancies and enhance operational processes. Your insights will contribute to timely reporting and risk management strategies.
Key Responsibilities:
• Conduct reconciliations for various investment transactions
• Verify data accuracy against compliance standards
• Investigate and resolve reconciliation issues
• Generate reports highlighting reconciliation insights
• Collaborate to refine reconciliation processes
Requirements:
• Bachelor’s degree in finance or accounting
• Background in wealth management or financial services
• Strong proficiency in Excel and reconciliat...