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Addepar Reporting Specialist - End-to-End Wealth Reporting

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Naviga Recruiting & Executive Search
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
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.
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