Job Description :
Client is looking for a Financial Analyst with prior trust or trust operation experience.
This includes –
Understanding governing documents, marshaling of assets, Understand the tax model, Cost basis , Revenue ,distribution of asset
Tax reporting related to trust account
Processing and analysis the data
Some skills with excel
Doing analysis and extraction from data system
Build report
Technical skills – Print cheque( will be trained on this )
Pivot is not required But, VLOOKS UPS is must have
5 Yrs. in accounting and financial experience and trust experience as well
5 Yrs. of min experience in processing of various transaction
5 Yrs. in accounting data experience ( incoming and going account)
If they don`t have TRUST experience Background will be rejected
BANKING – Nice to have ( mainly they should have trust administration or Trust operation experience)
Bachelor’s Degree – will be helpful
They are open for Tempe and City of Industry location
3 Months + possible ext
Interview – Telephonic and then in-person/Skype interview