Beacon Pointe

Full-Time
Scottsdale, Arizona
Posted 4 months ago

Data Reconciliation & Reporting Associate | Scottsdale, AZ

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Data Reconciliation & Reporting Associate to join our growing central support team in our Scottsdale, AZ office. The Data Reconciliation & Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting, providing internal support, and integrating external reporting & CRM systems following new office acquisitions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s growing user base.

 

Responsibilities

  • Conduct routine audits to ensure accounts are setup according to the firms polices & procedures
  • Work with Transition Services to integrate external reporting systems into Tamarac & Salesforce
  • Input and updating of client information into various internal systems
  • Maintain and update firm’s policies & procedures as needed to ensure adherence
  • Manage external resources who assist with new account setup in Tamarac
  • Oversee firm’s quarterly reporting cycle, including establishing communication plan, execution and delivery of reports, and auditing and maintenance of performance issues
  • Daily research and assignment of security classifications utilizing various sources of information
  • Handle incoming inquiries from field offices related to the troubleshooting and review of complex account and data discrepancies

Qualifications

  • Undergraduate degree required (bachelor’s degree in Analytics, Finance, or Business preferred)
  • 1 – 2+ years of relevant reporting and operations experience (Tamarac & Salesforce CRM experience highly preferred)
  • Proficiency in Microsoft Office applications (advanced Excel skills preferred)
  • Proficiency in working with multiple data sets and databases
  • Advanced technical aptitude & superior troubleshooting skills
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Proven ability to work in a fast-paced, evolving work environment

 

Interested Candidates:  Please complete the brief assessment that is part of the application process.

 

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

 

Referral Code: 01

Job Features

Job CategoryClient Service & Operations

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