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Addepar Reporting Specialist at Sanctuary Wealth Group LLC

San Antonio, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jan, 26

Salary

0.0

Posted On

16 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Addepar, Excel, Data Quality, Performance Reporting, Account Maintenance, Portfolio Management Software, Operational Platforms, Communication Skills, Troubleshooting, Data Audits, Training, Team Player, Fast-Paced Environment, Accountability, Onboarding Advisors, Data Feeds

Industry

Financial Services

Description

Description Addepar Reporting Specialist This position is for Sanctuary Wealth - Corporate. We are only accepting applicants who are currently local to: San Antonio, TX / Indianapolis, IN / Omaha, NE / or Miami, FL *PLEASE DO NOT APPLY IF YOU ARE UNABLE TO RELIABLY COMMUTE to one of the cities listed above. Summary The Reporting Specialist is responsible for assisting Sanctuary Partners in Addepar training, performance reporting, account maintenance, data quality and integrity checks. Knowledge, Skills, and Abilities · Experience with operational platforms such as Schwab, Pershing, Fidelity · Intermediate to advanced Excel spreadsheet proficiency – position weighs heavily on Excel functions/formulas · Positive attitude, excellent work ethic and team player · Ability to work in a fast-paced environment and take accountability for performance/work product · Ability to complete other functions as assigned within Operations, as needed · Polished oral and written communication skills · Preferred experience with Portfolio management software · Required experience with Addepar · Working knowledge of data feeds a plus · Working knowledge of Addepar’s trading tool a plus · Experience onboarding advisors from other platforms (Orion, Black Diamond, Envestnet, etc) Requirements Essential Duties and Responsibilities · Provide Addepar training for onboarding partners · Review monthly and quarter end audits for performance reporting purposes · Identify missing or incomplete processes to improve reporting offering · Complete data audits on regular time intervals · Trouble shoot account performance · Support performance report building · Review and resolve open items with Addepar · Maintaining offline & online accounts (specifically alternatives)

Responsibilities

The Reporting Specialist assists Sanctuary Partners in Addepar training, performance reporting, account maintenance, and data quality checks. They also troubleshoot account performance and support performance report building.