Operations Analyst
Axos Clearing LLCTarget Range:$20.00/Hr. - $23.92/Hr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.About This JobJob Description SummaryAxos Clearing is seeking a Tax & Cost Basis Representative, you will serve as the primary contact for introducing broker dealer inquiries and processing provided documentation, remit and reconcile daily Federal and State tax withholding liabilities, remit and reconcile unclaimed property for lost/abandoned account holders and maintain client tax lot reporting data in internal systems to ensure compliance with all IRS and industry regulations.ResponsibilitiesReview, amend and finalize new accounts documentation.Analyze demographic information to ensure high level of quality.Interface with a variety of systems and departments to resolve tasks.Prepare and review of daily reports.Identify process improvement opportunities.Ability to interact and communicate in a professional and friendly manner with business partners.Maintain a high degree of regulatory compliance and escalate any potential risk.Qualifications: Bachelor's degree or equivalent experience preferred.2+ years' experience preferred.Financial industry experience or FINRA licenses preferred.Strong verbal and written communication skillsStrong analytical and decision-making skills.Detail oriented with exceptional quality and productivity.Effective time management skills with the ability to multitask.Strong analytical and decision-making skills.Axos Employee Benefits May Include:Medical, Dental, Vision, and Life InsurancePaid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)HSA or FSA account and other voluntary benefits401(k) Retirement Saving Plan with Employer Match Program and 529 Savings PlanEmployee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed TradingAbout AxosBorn digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).Learn more about working at AxosPre-Employment Background Check and Drug Test:All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking instit...