Data Services Lead: Private Investments & Addepar Expert
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Finance & Banking
Wealth Management, Financial Services, Financial Analyst
Job Description & How to Apply Below
Focus Partners Wealth LLC is seeking a Data Services Lead to support the Operations team by maintaining private investment data and ensuring client reporting accuracy through Addepar. Position emphasizes detail, analytics, and cross-team collaboration, with focus on private investments.
The role primarily operates within addepar-based processes, with a standard schedule and potential base in Chicago, IL or St. Louis, MO offices. Strong Excel and recon skills are essential.
We are seeking a motivated Data Services Lead:
Private Investments & Addepar Expert to join LE0123 Focus Partners Wealth LLC in Clayton, MO, United States.
This is a strong role to take on the Data Services Lead:
Private Investments & Addepar Expert role at LE0123 Focus Partners Wealth LLC.
As a Data Services Lead:
Private Investments & Addepar Expert, you will play an important part at LE0123 Focus Partners Wealth LLC in Clayton, MO, United States.
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