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Financial Data Coordinator - Cranberry Township, United States - Pancoast Staffing Services, Inc.
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Description
Job Description
Job DescriptionPittsburgh area investment services group is in need of a Financial Data Coordinator.
Duties to include:
· Perform Trade & Asset Matching for all incoming Client and Transfer Agent Files
· Maintain client account-level Firm, Office & Rep Data on DST
· Establish & maintain existing Client Firm & Office Data on DST, MARS
· Perform research to a cquire information from various data sources including Client Contacts, Client-Provided Artifacts and third-Party Data Sources (Discovery, FINRA, IAPD, Client Web Sites)
· Review and approve SalesForce Change Requests
· Review and Disposition Marketo Data Exceptions
· Perform analysis to attribute firm, office and advisor information to new non-discretionary (model) account files
· Identify and execute data-related tasks supporting external client mergers, acquisitions, correspondent clearing conversions, single to sub/sub to single conversions, etc.
· Perform tertiary data stewardship activities in Client Master MDH
Requirements
· High level PC proficiency
· Strong analytical and problem-solving skills
· Attention to details
· Capable of handling multiple tasks simultaneously
· Bachelors degree preferred