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Wealth Reporting Specialist

Job in Windsor, Sonoma County, California, 95492, USA
Listing for: BDO Canada
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

BDO Canada is seeking a Reporting Coordinator to join their Wealth Management team in Windsor, California. The role involves assisting with financial planning processes, ensuring client data integrity, and preparing reports.

The ideal candidate will have 2+ years of experience in the wealth/financial planning industry and strong organizational skills. The expected compensation ranges from $60,000 to $90,000 annually.

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