3 Specialist, Income Processing Jobs in Jersey, NJ
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Specialist, Income Processing
$90k-131k (estimate)
Full Time | Business Services
3 Days Ago
Wedbush Securities is Hiring a Specialist, Income Processing Near Jersey, NJ
Job DescriptionWedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
We are currently seeking to hire an Income Processing Specialist based out of our Jersey City office. This position is responsible for the timely and accurate processing of income (i.e. dividends, interest and principal) received from various sources for our clients and the associated tax reporting functions.
Responsibilities Include, But Are Not Limited To
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
Keyword: Income Processing
We are currently seeking to hire an Income Processing Specialist based out of our Jersey City office. This position is responsible for the timely and accurate processing of income (i.e. dividends, interest and principal) received from various sources for our clients and the associated tax reporting functions.
Responsibilities Include, But Are Not Limited To
- Process dividends, interest, principal, and maturity proceeds
- Process broker claims and charges from different entities
- Perform tax reporting functions, foreign withholding processing, optional dividend processing and related cost basis adjustments
- Submit elections to DTCC
- Respond to customer inquiries
- Publish UIT rollover announcements and processes instructions
- Monitor assigned dividend suspense accounts
- Assist with processing proxy statements
- Perform other duties as required and assigned
- Bachelor's degree from an accredited University, or equivalent experience
- Working knowledge of SunGard Phase 3, BETA, DTC PBS/PTS
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Strong verbal and written communication skills
- Strong analytical, problem-solving, and critical thinking skills
- Organized, detail oriented, and ability to prioritize daily work flow
- Ability to be resourceful and work independently while keeping focus on the groups strategic initiatives
- Comprehensive medical, dental, and vision coverage with multiple health plan options
- Health Savings Account (HSA) with company-sponsored contributions
- Flexible Spending Accounts (FSA) traditional and dependent care
- Pre-Tax Commuter Benefits
- 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
- Tuition reimbursement ($5,250 max per year)
- Paid Vacation, Sick Time, Holidays, Volunteer Time Off
- Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
- FINRA and Professional License Sponsorship
- Charitable Donation Matching Contributions
- Travel & Employee Assistance and Employee Discount Programs
- Discretionary compensation based on the colleague's and the firm's performance
At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
Keyword: Income Processing
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$90k-131k (estimate)
POST DATE
07/03/2024
EXPIRATION DATE
07/31/2024
WEBSITE
wedbush.com
HEADQUARTERS
LOS ANGELES, CA
SIZE
500 - 1,000
FOUNDED
2021
CEO
ADAM BASS
REVENUE
$200M - $500M
INDUSTRY
Business Services
Related Companies
About Wedbush Securities
WWM is being formed to give our clients upscaled service, advice, and a generational connection by leveraging the firms resources, tools and new technologies on our Outstanding Wealth Management Platform. In addition to myself, WWM will consist of my son, Adam Willis and Shelly Dell.
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