Financial Data Analyst (Entry-Level)

Description:

Reason: Additional Staff

Department: 13I00 Cost Basis

Job Category: Accounting/Finance/Risk/Audit

Job Title: Cost Basis Associate

Duties: IMPORTANT- Candidates will work on-site full time in Memphis, TN

Temp to perm role- will convert based on attendance/performance after about 3.5 months. Once converted they will switch to a hybrid schedule 3 days in office and 2 days WFH. Please make sure your candidates are aware that while the intention is to convert to FTE, there are no guarantees it's based on their performance and while they are on the temp engagement they will work in office 5 days a week.

**Note- Conversion salary range (USD)47-48K. Candidates should not receive a higher pay than (USD)22.50/hr in order to receive comparable pay or an increase upon conversion.

Laptop and monitors provided.

Job Summary:

Under general supervision, uses specialized skills gained through training and experience in the securities industry to assist in the utilization of a Cost Basis Reporting System and other approved systems to provide clients and internal departments with cost basis, gain/loss and corporate action information. Delivers superior client service through accuracy, timeliness and consistency. Enters data, reviews daily reports and researches any discrepancies. Position involves extensive interaction with fellow workers, other departments and branch associates.

Essential Duties and Responsibilities:

Inputs and maintains data into Cost Basis Reporting systems.

Manages valuations for client accounts based on date or month of death

Emails branches (guidelines will be provided)

Acts as a team member for issues and projects requiring moderate research and analysis.

Update accounts for clients (businesses or individuals)

Promotes effective coordination between multiple workgroups in functional areas.

Knowledge of:

Financial markets and products.

Fundamental concepts of calculating capital gains and losses

Fundamental investment concepts, practices and procedures used in the securities industry.

Ability to:

Interact effectively with external and internal clients through both written and verbal communication.

Give customer satisfaction high priority and proactively address customer needs.

Identify relationships, draw logical conclusions and interpret results for use in decision-making.

Manage multiple activities simultaneously to ensure timely and satisfactory completion of responsibilities.

Exhibit initiative, independence and self-direction when performing tasks.

Perform assignments that are broad in nature.

Learn quickly

Follow procedures

Work independently

Skills:

Skill in:

Learning and applying new information, skills and processes quickly.

Balancing spreadsheets and reviewing data from multiple sources

Problem solving complex issues

Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment

Microsoft Office applications sufficient to produce documents and email with an advanced skill level proficiency in Microsoft Excel, Outlook, and Sharepoint

Customer service and handling phone calls

Working from a queue

Data analysis/quality checks

Ability to multitask and prioritize

Attention to detail

Keywords:

Education: Minimum of High School Diploma or GED. Some college preferred (Finance or Economics) but not required.

Experience working in finance or banking (auditing) is a plus

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $22.50 - $22.50/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Memphis,TN.

Application Deadline

This position is anticipated to close on Sep 26, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.