management and analytics tools (Addepar, Black Diamond, Orion, Masttro, or equivalents);ability to operate effectively without...
accounting platforms (e.g., Addepar, Sage Intacct, Archway) a plus. Advanced Microsoft Excel skills. Exceptional discretion... Dynamics 365 Business Central preferred;experience with investment or portfolio accounting platforms (e.g., Addepar, Sage...
improvement initiatives to enhance operational efficiency. Assist with maintaining Addepar platform for family wealth insights...
of Addepar, SQL, Thomson/BETA, Vestmark, and SmartSheets About Stifel: Stifel is more than 130 years old and still thinking...
Strong Microsoft Office skills including Excel & PowerPoint Experience with eMoney and Addepar is a plus Compensation...
/billing software system (e.g., Tamarac, Envestnet, Black Diamond, Addepar), including fee schedule setup, billing groups...
accounting workflows across QBO, Addepar, eMoney, and BILL, ensuring data accuracy and system alignment across all entities... in QBO, Addepar, BILL, and eMoney is strongly preferred. Solid understanding of trust, LLC, and partnership structures...
, and confidentiality. Manage client information within the firm's technology platforms, including Addepar and other portfolio management...
, and confidentiality. Manage client information within the firm's technology platforms, including Addepar and other portfolio management...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...