Teams at Lenmar Consulting Inc

Supports account services operations by reviewing and processing paper and electronic applications, maintaining accounts, activating stock plans, resolving exceptions, reconciling reports, executing risk controls, responding to operational inquiries, and identifying fraudulent or high-risk accounts. Ensures daily work is completed accurately and within service-level expectations while collaborating with multiple business lines and customer service teams.

Maintains cost basis records and provides Gain/Loss reporting for wealth management accounts. Resolves branch inquiries involving account maintenance, 1099-B reporting, regulatory guidance, reconciliation discrepancies, and cost basis questions. Performs manual adjustments while managing multiple projects, meeting operational deadlines, applying sound judgment, and maintaining accuracy. Requires financial industry experience, accounting knowledge, familiarity with process controls and data modeling, and proficiency with Microsoft Office applications.