Related skills
reporting excel access microsoft word📋 Description
- Maintain client cost basis data and support performance reporting
- Assist with monthly client statements and distribution
- Support Wealth Management and Operations to ensure accurate activity details
- Manage daily report monitoring and updates
- Facilitate client transfers (ACAT and Non-ACAT)
- Build basic knowledge of client statements and securities
🎯 Requirements
- Prior experience in an office setting
- Strong skills in Word, Excel, and Access
- Strong math skills
- Detail oriented
- Strong writing skills
- Maintain client confidentiality and professionalism
🎁 Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
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