systems. Participate in process improvement initiatives to enhance operational efficiency. Assist with maintaining Addepar...
of performance reports using Addepar system. Creation of investment proposals using Jacobi and Morningstar Direct systems. Build... in Microsoft Excel, Word, PowerPoint, Outlook Knowledge of Morningstar Direct, Thomson/BETA and Vestmark, Addepar...
), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO...
systems - Request management (Wealthscape / Addepar): gain hands-on experience with industry software;help manage client...
) - Experience with Salesforce, Addepar, Canoe, Adhesion, and/or DocuSign a strong plus - Spanish speaking a plus - BA/BS degree...
a polished playbook Nice-to-Have Experience at wealthtech firms serving RIAs or IBDs (Orion, SS&C Black Diamond, Addepar...
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
client reporting, including building, reviewing, and updating reports within platforms such as Addepar or Tamarac..., founders, or multigenerational clients. Skills: Experience using high‑end family office technology platforms such as Addepar...
needed, and communicating progress to advisors and clients. Utilize CRM platforms (e.g., Wealthbox) and reporting tools (e.g., Addepar... and Addepar is a plus but not required. Proficiency in Microsoft Office applications. Experience with advanced Microsoft Excel...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms Experience...