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