Hope you are doing well…

Please find the job description below and send me the updated resume at

* *

*Skills :* Data processing skill

*Exp:* just one year exp

*Rate:* *$15-17/hr Max*

*Loc :* San Antonio, TX. Need locals


Duration : one year project

Start date : ASAP.

Please find the job requirements and we require those JD's matching the
below criteria or something related to the below activities.

Also let me know for any further questions.


·         Adhere to established standard Cost Basis Policies and Procedures

·         Research of Cost Basis data resulting from a variety of corporate

·         Reconciliation of share quantity mismatches

·         Updates cost basis data for both retail and institutional
(advisors) clients, while ensuring updates are made in accordance with the
rules set forth by the Cost Basis Legislation

·         Develops a solid working knowledge of the Cost Basis Legislation.

·         Works closely with team manager to resolve complex escalations.

·         Applies judgment and technical know-how to identify creative,
more efficient ways to complete work assignments.

·         Participates and shares relevant information in team meetings.

·         Proactively and continually learns Cost Basis topics by utilizing
all available internal resources

·         Participate in team initiatives on an ongoing basis

·         Participate in projects, brainstorming sessions and testing, as
necessary, on an ongoing basis

·         Interact with customers as needed on an ongoing basis

* *

*Skills / Requirements***

Candidate for this position must have a Bachelor's degree or equivalent
experience in Accounting, Finance or Economics as well as 1-3+ years
experience working in financial services industry. Successful candidates
for this role will be highly motivated and possess excellent written and
verbal communication skills, strong analytical skills / attention to
detail, and a passion for service quality.

Ideal candidates have specialized knowledge and experience with one or a
combination of the following

·         Broad knowledge of investment products and services – Brokerage,
Mutual funds, Trust and Managed accounts

·         Understanding the concepts of cost basis as per the IRS norms

·         Researching and Analysis of complex queries of the customers.

·         Strong organizational/time management skills and ability to
prioritize and coordinate multiple escalations/processes/projects

·         Ability to adapt and embrace change.

·         Strong sense of teamwork.

·         Demonstrated experience handling internal and external client
concerns and issues with tact and diplomacy.

·         Proven success with developing and maintaining positive and
effective cross enterprise working relationships.

·         Proficient with Windows based software, including Excel and

·         Proven desire to grow professionally

Along with the resume please send the below details.
 Need below details ASAP:
 Legal Full Name:
 Email ID:
 Current Location:
 Visa Status:
 Currently on a project:
 Total Work Experience:
 Total US Exp:
 Relevant Work Experience:
 Education Details:
 Availability to Interview:
 Communication Skills:
 Availability for Skype based interview:
 Last 5 digits of SSN:

Thanks & Regards,

Bharat | (D) 802 735 0262 | (w):802.383.1500 ext 165 | (F): 802.383.1501

email:*bha...@itechus.com* | iTech US, Inc.

Texas/Vermont/NJ/India | URL:www.iTechUS.com <http://www.itechus.com/> |

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