Reporting Specialist

Reporting Coordinator

Hybrid role in Memphis, TN

We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level

• 3+ years of Client Services Experience
• HS Diploma Minimum
• Financial experience a PLUS
• MS Office Experience

This is a Contract to Hire position based out of Memphis, TN.

The pay range for this position is $23.00 - $23.00/hr.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Memphis,TN.

This position is anticipated to close on Aug 4, 2026.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

* San Francisco Fair Chance Ordinance:
* Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

* Massachusetts Lie Detector:
* It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

* Use of Artificial Intelligence (AI):
* We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.