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    Financial Data Coordinator - Cranberry Township, United States - Pancoast Staffing Services, Inc.

    Pancoast Staffing Services, Inc.
    Pancoast Staffing Services, Inc. Cranberry Township, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Pittsburgh 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



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