Addepar Reporting Pro for Family Office Clients

A leading financial services firm in New York City is seeking a Family Office Client Services & Reporting - Addepar Specialist. This role involves creating custom reports for high-net-worth clients and family offices, requiring expertise in Addepar, strong analytical skills, and excellent communication. Responsibilities include direct collaboration with the front office on client reporting, resolving issues, and ensuring accurate data management. The ideal candidate is proactive, detail-oriented, and capable of meeting tight deadlines. Offering a salary range of $65k-$75k plus annual bonus, this hybrid role emphasizes teamwork and client service. #J-18808-Ljbffr