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Naviga Recruiting & Executive Search

Addepar Reporting Specialist - End-to-End Wealth Reporting

Naviga Recruiting & Executive Search, Tampa, Florida, us, 33646

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A financial services firm located in Tampa is seeking a Reporting Specialist. This role involves managing reporting using Addepar and ensuring data accuracy for complex client families. The ideal candidate will have robust data management experience in a financial setting and a preference for those familiar with Addepar or similar platforms. The position offers significant growth potential within a process-oriented and inclusive environment with a competitive salary and bonus structure. #J-18808-Ljbffr