What You Will Be Doing: In this role, you'll review statements submitted by financial advisors and validate the information to confirm the data is accurate and the statement is correct before it goes directly to the client. This work matters because advisors often report assets their clients hold at other firms, where the firm has no direct visibility. Your review is the check that confirms those numbers before they reach the client. Accurate reports protect the client's trust in their advisor and in the firm.
Responsibilities:
- Review advisor-submitted statements and supporting documents for outside assets
- Validate reported figures in ClientWorks against supporting documentation - Confirm that statements are accurate before they are approved for delivery to clients
- Work across ClientWorks and multiple other vendor systems (some with limited visibility)
- Flag discrepancies and missing or insufficient documentation
Qualifications:
- Proven data validation and/or data analytics experience
- Strong Excel skills
- High attention to detail and accuracy
Preferences:
- Experience with Smartsheet or similar data/workflow tools
- Financial services background (helpful, not required)
- Supervision or compliance experience is a plus
Equal Opportunity Employer: Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
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