Job Description

The Representative is responsible for resolving branch inquiries related to gain/loss account maintenance, 1099-B reporting, cost basis reporting, reconciliation discrepancies, and regulatory or educational guidance. The role often requires manual adjustments to ensure accurate reporting. Key Requirements: Ability to work independently and collaboratively within a team environment. Strong time management, interpersonal, and problem-solving skills. Ability to manage multiple projects and prioritize effectively to meet operational and annual deadlines. Strong attention to detail and quality. Sound judgment and decision-making abilities. Commitment to personal development. Qualifications: Bachelor’s degree in a business-related field and experience in the financial industry. Understanding of general accounting principles. Knowledge of process controls, databases, spreadsheets, and data modeling. Proficiency with Microsoft Excel, Access, and other Office applications. Excellent verbal and written communication skills. Benefits Disclosure: Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations: We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation. #J-18808-Ljbffr

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