Cost Basis Associate
Inputs and maintains data on a Cost Basis Reporting system. Acts as a team member for issues and projects requiring moderate research and analysis. Contributes feedback to overall improvement of Cost Basis Reporting’s processes and internal systems, and assists in implementing corrective actions and solutions as necessary. Promotes effective coordination between multiple workgroups in functional areas. Performs other duties and responsibilities as assigned.
1-2 years of general business experience in a professional setting preferred
Ability to exhibit initiative/independence and self-direction when performing tasks
Knowledge of financial markets and products
Data Analysis
Time Management
MS Excel
MS Word
MS Outlook
Verbal communication
written communication
Attention to detail
Critical problem solving
According to JobzMall, the average salary range for a Cost Basis Associate in 4933 Tamiami Trail N, Naples, FL 34103, USA is between $33,000 and $71,000. The range may vary depending on the experience level and education of the individual.
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Raymond James Financial, Inc. is a holding company, which engages in the provision of financial and investment services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, and RJ Bank.
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