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Remote Wealth Management Account Reconciliation Analyst

Job is Expired
Location: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Compensation: Salary
Reviewed: Fri, May 05, 2023
Job Category: Financial
Weekly Hours: Full Time
Employment Status: Permanent
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

A financial services company is seeking a Remote Wealth Management Account Reconciliation Analyst.

Core Responsibilities Include:

  • Producing reports used to review account assignments
  • Generating account reconciliation reporting templates

Skills and Requirements Include:

  • BS/BA
  • 5+ years of job-related experience
  • Proficient with Microsoft 365 applications, specifically Excel
  • Strong understanding of account reconciliations and related tasks and procedures

COMPLETE JOB DESCRIPTION

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