THE TEAM YOU WILL BE JOINING:

• High growth subsidiary of a wealth management platform.
• $4B in assets managed
• Headquarters in Charlotte with opportunities for national growth

WHAT THEY OFFER YOU:

• Company offers upward mobility and promotion from within
• Excellent benefits and team oriented work environment

WHY THIS ROLE IS IMPORTANT:

• Daily Posting & Reconciliation – Complete daily posting and reconciliation of applicable client custodial data with software platforms.
• Account setup – interpret / implement account level settings related to investment criteria (cash settings, trade level parameters, allocation assignment, etc.)
• Model & Composite setup – setup / implement model / composite level settings related to defining the target investment allocation.
• Trading Support – Collaborate with Client Services and/ or Trading teams by fielding inbound cases and / or emails, answering inquiries or redirecting as needed.
• Issue Resolution – troubleshoot and resolve account data & performance discrepancies in a timely manner.
• Corporate Action maintenance – interpret corporate actions processing and how it affects shares, cost basis and account positions across different managers.
• Best practices – Work with team members to continue to develop and improve best practices which enhance the quality and efficiency of daily operations

THE BACKGROUND THAT FITS:

• Bachelor's degree from four-year college or university
• Open to collegiate or professional internship experience 
• Strong attention to detail and willingness to learn
• Must have strong Excel skills and interest or knowledge of finance industry