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Minneapolis Community & Technical College Logo
Minneapolis Community & Technical College

Minneapolis, Minnesota

Morgan Stanley

New York,

Institution for Savings Logo
Institution for Savings

Rowley, Massachusetts

SRQ Wealth Logo
SRQ Wealth

Sarasota, Florida

South Ottumwa Savings Bank


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Cost Basis Coach-1
Provide guidance, coaching and indirect leadership to peers on maintaining accurate cost basis tracking in brokerage platform through ongoing validations of tax lot data against transactional inputs. Research, resolve and respond to escalated complex internal and external cost basis related inquiries. Assist in reconciling discrepancies between various processing systems to ensure the accuracy of cost basis information. Contribute to process improvements and implement solutions as appropriate. Please discuss any flexible working requirements directly with your recruiter. Key Responsibilities Coach peers on processes, procedures and issue resolution. Provide indirect leadership and training to less-experienced peers in new systems and processes. Conduct t

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