) and tax stuffing considerations Familiarity with investment reporting systems (e.g., Addepar or equivalents) Requirements... Experience with cloud-based accounting system conversions Familiarity with: Investment reporting systems (e.g., Addepar...
Experience with eMoney and Addepar is a plus Compensation Range: The anticipated base salary range for this role...
responsibilities Experience in Microsoft Office Suite, including Excel, Outlook, and Word, and Addepar a plus. Personal attributes...
Managers and clients Operating Addepar, the data aggregation and reporting system used for generating client statements...
, maintaining accuracy and reliability of critical client information. This role serves as the product owner for Addepar on behalf..., technology, operations, and external partners. In addition to Addepar, the role serves as the business advocate for partner...
suite Experience with Addepar & Tamarac Reporting, is a particular plus Skills: Strong interpersonal, organizational...
Strong Microsoft Office skills including Excel & PowerPoint Experience with eMoney and Addepar is a plus Compensation Range: The...
, including specific experience with platforms like Addepar. In-depth understanding of the Addepar reporting platform Family... of relevant technology systems (e.g., Addepar, Arch, wealth aggregation platforms) and their application to enhance efficiency...
enhancements Knowledge of GIPS and experience with Addepar Relevant industry experience Personal attributes that support...
improvements where gaps exist. Operating and maintaining core business systems such as Addepar (a data aggregation and reporting... improvement orientation. Problem-solving mindset. Experience with Practifi (Salesforce) and Addepar is a plus....