Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Operations Department for our Plano, Texas office. The ideal candidate will be responsible for data management in operational systems, reporting, and trading. This individual will work directly with our operations team and play an integral role in growing our private client business focused on servicing sophisticated high net worth individuals and families.

Responsibilities

• Auditing and Reconciliation of client information across key systems, requiring a robust understanding of relational databases and analytical skills
• Management of key financial account and transactional information in our portfolio management software (Envestnet UMA)
• Daily Trade and Rebalance execution and reconciliation
• Reporting management to provide accurate information to clients through portals and deliverable content, requiring creativity and problem-solving skills
• Other duties as assigned

Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.