Senior Associate, Performance Reporting & Platform Support

Overview

Role focuses on performance reporting and platform support for wealth advisors.

Ideal candidate has 3+ years of experience in wealth management with strong analytical skills.

Locations

• United States

Requirements

• Bachelor's degree required
• 3+ years of experience
• Experience with portfolio accounting systems preferred
• Strong analytical skills
• Excellent communication abilities
• Proficiency with Microsoft Excel

Responsibilities

• Conduct daily performance reviews
• Manage client portal users
• Participate in service queue management
• Assist in data maintenance
• Support outside account data feeds
• Participate in M&A projects
• Perform manual account maintenance tasks

Benefits

• Competitive salary and bonus plan
• Medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for designations
• Technical and leadership training
• Unlimited time off
• Paid parental leave