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