Operations Support

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Job description

About Client:

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.

The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $20-$27.41/Hr

Job Description:

High Level Primary Responsibilities include:

Assists Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses-Process daily reconciliation and ad hoc break report reviews-Assist in creating and reviewing audit procedure documentation

Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations-Knowledge of withholding and reporting

Must be familiar with the various types of client account classifications, tax document requirements and associated withholding and reporting requirements-Proficiency with Excel and relevant computer programs is required

Requirements:

Ability to work independently well within a team environment.

Excellent Time Management, Interpersonal, and Problem-Solving Skills.

Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.

Attention to detail and quality of work.

Ability to consistently exercise sound and decisive judgment.

Commitment to personal development.

Qualifications:

Bachelor's Degree

Prior experience in the Financial Industry is HIGHLY preferred.

Understanding of client service, process controls, with the ability to learn internal systems quickly

Superior Communication Skills, both oral and written.

Top Skills:

Tax knowledge related to year-end tax reporting for 1099's and 1042-S forms

Highly skilled in customer service, ability to work independently

Soft skills as they will be on the phones with FA/CSA's

Eagerness to learn and ability to analyze issues and escalate

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

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