Operations Associate-Addepar Performance

In this role, you'll gain hands-on experience supporting the data and reporting Financial Advisors use to understand client investment performance. You'll learn how account activity, cash flows, valuations, and investment data come together to produce accurate performance reporting.

You'll use Addepar and other internal systems to review information, research discrepancies, and reconcile activity that affects performance. You'll work with Financial Advisors, branch associates, and internal teams to research and resolve issues. We're looking for someone who is curious, detail-oriented, comfortable working with data, and eager to learn. As your knowledge grows, you'll take on increasingly complex performance and reporting...