Strong Microsoft Office skills including Excel & PowerPoint Experience with eMoney and Addepar is a plus Compensation...
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
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...
with technology, software tools, and applications: Able to learn new software quickly Experience with Addepar, Black Diamond...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms Experience...
with technology, software tools, and applications: Able to learn new software quickly Experience with Addepar, Black Diamond...
with technology, software tools & applications: Able to learn new software quickly Experience with Addepar, Black Diamond, Axys, APX...
and field support for the Addepar performance reporting platform—maintains the accuracy of performance data, calculations... and investment performance calculations. Support the Addepar performance reporting platform, serving as a core platform resource...
and field support for the Addepar performance reporting platform—maintains the accuracy of performance data, calculations... and investment performance calculations. Support the Addepar performance reporting platform, serving as a core platform resource...