Contractor - Cost Basis Associate

Candidates MUST be local to Scottsdale, AZ or Valley Forge, PA - Role will be 100% Remote

 Job Description Summary
Uses advanced cost basis acumen and skills gained through experience to provide superior
client service on the most complex accounts, through accuracy, timeliness and department
standards. Independently researches, provides analysis and recommendations on
processing strategies with utilization of various systems, procedures and tactical techniques.
Provides guidance, research assistance and training to Cost Basis associates. Provides
assistance with statements audits, correspondence creation, analysis of reports and unit
initiatives.
 Job Description
Duties & Responsibilities
1. Reviews Client requests for accuracy, good order and adherence to Regulatory guidelines
for items of the highest complexity. Interacts with other areas of the division, as needed, to
complete the client request timely and accurately.
2. Calculates and maintains cost basis information for client holdings using proprietary
software programs in accordance with Internal Revenue Service regulations and established
Vanguard legal requirements and department procedures. 
3. Analyzes historical records and information provided by clients and other investment firms
in order to reconstruct and/or verify the accuracy of cost basis information.
4. Assesses corporate actions and determines the resulting cost basis implications. Validates
systematically generated output to ensure accuracy and makes adjustments when disparities
occur. Validates that cost basis data is maintained accurately in client facing resources and
materials. 

Qualifications
 Undergraduate degree or equivalent combination of training and experience
preferred.
 Accounting/finance background, brokerage industry experience preferred.
 Brokerage product expertise preferred. Upskilling will be required in the
reconciliation of Corporate Actions, Options, Margin accounting, Fixed
Income, Convertible Securities, and other specialized brokerage
products.

 Ability to function as part of a team, learn quickly and adapt in a dynamic
environment.
 Strong interpersonal skills.
 Excellent time management, problem resolution, research and communication skills.
 Computer proficiency required, ability to learn and utilize proprietary software
programs preferred.
 Outstanding positive attitude with ability and willingness to effectively work within a
team environment and give/receive constructive feedback.
 Ability to prioritize and handle multiple tasks in a rapidly changing environment.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is open for thirty (30) days.