Strategic Staffing Solutions
Millcreek, UT, USA
Asset & Wealth Management specialist Location : Salt Lake City, UT Contract: 6 Months Pay rate: $23/hr Job Summary and Responsibilities:
• Asset & Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world. • We are a multi-faceted group that partners with all areas of the Asset & Wealth Management Division to support evolving markets and business requirements. • Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control.
• The Private Wealth Management Operations (PWM Ops)Portfolio & Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and loss reporting for our advisors and clients. • The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s). • The team is expanding their tax reporting capabilities to cover several international tax reporting...