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Focus Partners Wealth · 1 day ago

Data Services Specialist

St. Louis, MO

Full-time

Hybrid

Mid Level

$50K/yr - $60K/yr

Focus Partners Wealth is seeking a Data Services Specialist to ensure the integrity and accuracy of client information within core operating systems. This role involves processing requests, conducting data analysis, and delivering clear explanations to advisors and end-users, all while upholding the company’s commitment to data integrity.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Support all team members in essential duties and responsibilities related to Data Services

Proficiently analyze and troubleshoot complex issues related to positions and portfolios, effectively communicating solutions to advisory teams

Analyze processes and procedures to identify improvements or efficiencies

Coordinate with relevant teams to establish and maintain effective communication channels and workflows to establish new download interfaces

Research, analyze, and reconcile data while assisting with inbox tasks and Quarterly Reports

Continuously learn about the business through job shadowing and educational opportunities, upholding the firm’s core values

Classify securities using the standard and guidelines established by our investment team

Provide expertise in data processing and supporting knowledge transfer to other teams

Consistently achieve Associate Goals and actively contribute to executing Team Plans within the department

Demonstrate a comprehensive understanding of all business practices within the department and the organization

Oversee the Heldaway assets, addressing aggregation issues and performing manual reconciliation as needed

Perform advanced cost basis functions, including updating missing data, troubleshooting discrepancies, and accounting disposal methods

Perform regular audits to maintain data integrity in Orion, continually seeking to enhance existing processes and develop new audit processes

Manage workflows through various platforms and systems, ensuring efficient operation across all channels

Qualification

Data managementSalesforceOrionMicrosoft OfficePortfolio Management toolsPeople skillsOrganizational skillsCommunication skillsContinuous learning

Required

Bachelor's degree or relevant experience in data management, preferably within the financial services industry

Proficiency with Windows Operating systems and Microsoft Office suite

Familiarity with key tools such as Orion, Custodian platforms, Salesforce, and other Portfolio Management tools

Strong organizational skills, thriving in fast-paced environments

Positive attitude towards continuous learning and professional development

Demonstrated expertise and success in Client Data Services Specialist II role or equivalent

Excellent verbal and written communication skills

Effective people skills, capable of engaging with individuals of diverse backgrounds and expertise levels

Proven history of punctuality and meeting deadlines

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees

http://thecolonygroup.com

H1B Sponsorship

Focus Partners Wealth 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

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)

2021 (1)

2020 (1)