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Wealth Reporting Specialist
Job in
Windsor, Sonoma County, California, 95492, USA
Listed on 2026-06-03
Listing for:
BDO Canada
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
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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