Location: Minneapolis, MN
Company: Ameriprise Financial
reconcile and/or correct tax lot and cost basis entries for all brokerage products, including mutual funds, equities, and bonds through various internal processing systems. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.
Work with both internal (Reorg, ACATs, AMP India) and external business partners (contra firms) to research and resolve issues, troubleshoot and provide seamless professional service. Partner with offshore team to provide timely feedback and completion of daily work. Analyze historical records and information provided by clients and other investment firms in order to reconstruct and verify the accuracy of cost basis
information. Cross-train for related cost basis functions to serve as an effective backup to the team, as needed. Run various reports on access databases to provide operational processing information and take action as appropriate.
Required Qualifications Associate degree or equivalent (2-years) 1 to 3 years relevant experience Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Proven ability to research and resolve issues with demonstrated analytical and problem solving skills. Strong attention to detail with the ability to work under tight time frames and deadlines
while achieving a high degree of accuracy. Effective written and verbal communication skills with the ability to understand and communicate complex issues.
Fundamental Microsoft Office (Word, Outlook, Excel) skills. Preferred Qualifications Bachelors degree or equivalent (4-years) Accounting/finance background or brokerage experience. Access or other database application experience. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.
We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, interaction, national origin, genetic information, age, interactionual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing PDN-9ad3b76d-ca89-4747-a64b-7b1edd36a7cf
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Other Jobs refers to employment positions that do not fall within the standard categories of work normally listed or discussed. These jobs can be unique, unconventional, or specialized, often requiring a diverse skillset or catering to niche markets. They stand out for their distinct nature, offering opportunities for individuals with unique talents or interests to engage in work that may not conform to traditional job roles. Other Jobs can provide flexibility, the potential for creativity, and a departure from the routine, appealing to those seeking a less conventional career path.
Other Jobs refers to employment positions that do not fall within the standard categories of work normally listed or discussed. These jobs can be unique, unconventional, or specialized, often requiring a diverse skillset or catering to niche markets. They stand out for their distinct nature, offering opportunities for individuals with unique talents or interests to engage in work that may not conform to traditional job roles. Other Jobs can provide flexibility, the potential for creativity, and a departure from the routine, appealing to those seeking a less conventional career path.
