Financial Analyst (Level I)

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    14 days ago

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Job Summary:

Signature Consultants is seeking a Financial Analyst (Level I) for an opportunity with a client located in Pennington, NJ. Associate will be responsible for completion of requests submitted from client's branch offices which will include but are not limited to Date of Death Step-ups, Cost Basis Inquiries, Versus Purchase, Capital Changes, Corporate Actions, etc. Associate will be working directly with Financial Advisers and Client Associates to ensure accurate tax reporting of cost basis and acquisition dates of securities held or liquidated in Merrill brokerage accounts. Associate may have an opportunity to participate in tax season projects as well as other duties as assigned.


  • Handles service requests and email requests pertaining to Cost Basis updates for Date of Death, Capital Change, Corporate Actions, Versus Purchase, etc.

  • Maintains current tax lot records and for unrealized and realized gains/losses

  • Acts as a liaison between internal units/departments and Branch Offices in the immediate resolution of all problems related to Cost Basis Reporting

  • Any other Duties as assigned

  • Potential for project work


  • Overtime is required & sometimes mandatory

  • Excellent interpersonal skills

  • Proven ability to effectively service/resolve client inquiries

  • Strong oral and written communication skills

  • Ability to work effectively and efficiently as an individual contributor in a team environment

  • Positive and professional attitude in a team oriented fast paced work environment

  • Strong analytical and problem solving skills

  • Be able to adhere to the industry and IRS rules and regulations

Desired Skills:

  • Proficient with Microsoft Office, Outlook, Word and Excel

  • Strong understanding of rules and regulations, policies and standards

  • Ability to create and/or run macros

  • College Degree

About Signature Consultants, LLC

Headquartered in Fort Lauderdale, Florida, Signature Consultants was established in 1997 with a singular focus: to provide clients and consultants with superior staffing solutions. For the ninth consecutive year, Signature was voted as one of the "Best Staffing Firms to Work For" and is now the 14th largest IT staffing firm in the United States (source: Staffing Industry Analysts). With 28 locations throughout North America, Signature annually deploys thousands of consultants to support, run, and manage their clients' technology needs. Signature offers IT staffing, consulting, managed solutions, and direct placement services. For more information on the company, please visit Signature Consultants is the parent company to Hunter Hollis and Madison Gunn.

EEO Employer

Signature Consultants is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Signature will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or 888.838.1020.