Sourcing as a channel, not a feature.
hackajob is partnering with Vanguard to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.
Uses advanced skills gained through training and experience to provide superior client service through accuracy, timeliness and department standards. Manually researches, calculates and updates cost basis using various systems, procedures and tactical techniques. Responds to complex internal and external cost basis inquiries. Provides analysis of reports and other department initiatives.
Responsibilities:
Develop Cost Basis Expertise: Build a strong understanding of cost basis methodologies, internal policies, and IRS regulations in an effort to calculate and maintain accurate client data.
Reconstruct Complex Data: Analyze historical investment records, corporate actions, and transaction activity to solve cost basis discrepancies and validate system outputs.
Ensure Accuracy & Quality: Attention to detail in reviewing system‑generated calculations, confirm accuracy, and participate special projects to strengthen data integrity.
Collaborate & Innovate: Work cross‑functionally to enhance processes, support system enhancements, and contribute to a culture of continuous improvement.
Champion Lean Practices: Participate in daily team huddles, identify process‑improvement opportunities, and apply Lean Management tools to drive efficiency and innovation.
Qualifications:
Undergraduate degree or equivalent combination of training and experience.
Minimum two years of business experience.
Ability to work effectively within a team, learn quickly, and adapt to a dynamic environment.
Strong interpersonal, research, time‑management, and problem‑solving skills.
Excellent written and verbal communication skills.
Computer proficiency; ability to learn proprietary systems.
Commitment to a positive, collaborative workplace and the ability to give and receive constructive feedback.
Ability to prioritize and manage multiple tasks in a fast‑paced environment.
Flexibility to work overtime and business‑critical shifts as needed.
Preferred Qualifications:
Background in accounting, finance, or brokerage operations.
Prior exposure to cost basis, investment operations, or tax‑related work.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
hackajob is partnering with Vanguard to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.