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Atria Wealth Solutions · 5 days ago
Junior Data Analyst
United States
Full-time
Remote
Entry Level
$55K/yr - $62K/yr
2+ years exp
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Insider Connection @Atria Wealth Solutions
Responsibilities
Provide research and support for all in-bound & out-bound files.
Identify, communicate, and resolve data quality and delivery issues with data providers.
Provide testing support for all in-bound and out-bound files.
Monitor daily data delivery and ETL jobs.
Monitor data quality alerts and conduct data analysis on the alert outputs.
Extract information from data sets and identify correlations and patterns.
Ad-hoc SQL queries to support data analysis.
Perform data reconciliations and support resolution of discrepancies.
QA and UAT test of system changes.
Formulate a CRM data migration plan with Advisors.
Conduct data extraction from 3rd Party CRM.
Perform data clean up.
Work with developers to upload data to staging and production site.
Conduct testing in staging environment.
Provide updates and host meetings with advisors during data transition.
Manage, develop, and maintain reports for use by various departments.
Assist Senior Data Analysts with: Data Comparison, Data Import / Export, Data Clean up, Data Entry.
Qualification
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Required
Bachelor's Degree in or equivalent work experience
2+ years of experience working data in business environment
Proficiency in SQL, MS Office products, specifically Excel
Excellent problem-solving and analytical skills
Strong attention to details
Experience with business intelligence tools
Strong oral communication skills
Strong written communication skills
Strong data entry/keyboard typing skills
Self-motivated, demonstrate high level of initiative
Benefits
Medical & Prescription Drug Insurance
Health Advocacy
Telehealth
Dental Insurance
Vision Insurance
Health Savings Account
Flexible Spending Accounts
Short-Term Disability Insurance
Long-Term Disability Insurance
Life Insurance
Paid time off
Paid Holiday
Paid Birthday
Critical Illness
Accident & Hospital Indemnity Coverage
Identity Theft
Employee Assistance Program
Pet Insurance
Legal Plans
Virtual Therapy
Virtual Mental WellCare
Long-Term Care
Retirement 401(k) Savings Plan with matching
Company
Atria Wealth Solutions
Atria Wealth Solutions is a modern wealth management solutions holding company.
201-500 employees
H1B Sponsorship
Atria Wealth Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (2)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
unknown2024-02-13Acquired· by LPL Financial
Leadership Team
Eugene Elias
Chief Operating Officer & Founding Partner
Recent News
InvestmentNews
2024-05-23
InvestmentNews
2024-05-23
2024-05-20
Company data provided by crunchbase
