Our Client, a Financial company, is looking for a Cost Basis Associate for their Memphis, TN/Hybrid location. 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 Client (businesses or individuals) + Promotes effective coordination between multiple workgroups in functional areas. Requirements: + Financial markets and products. + Fundamental concepts of calculating capital gains and losses + Fundamental investment concepts, practices and procedures used in the securities industry. + 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 + 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 + 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 Why Should You Apply? + Health Benefits + Referral Program + Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.