Note: The job is a remote job and is open to candidates in USA. Focus Financial Partners is a financial services firm providing wealth management, family office, and business management services. The Data Services Specialist maintains accurate client and portfolio data across core operating systems, supports account setup, reconciliation, cost basis, and performance review processes, and resolves data-related issues.
Responsibilities
- Collaborate with team members, internal and external contacts to support daily Data Services operations, resolve issues, and obtain information necessary to achieve department objectives
- Perform new account setup, account maintenance and account updates
- Support cost basis maintenance, tax lot updates and cost disposal methods
- Manage workflows through various platforms and systems, ensuring operational efficiency across all channels
- Identify, investigate, and resolve account, position, and reconciliation issues
- Conduct performance and validation activities by researching and resolving performance related discrepancies
- Communicate with and monitor external vendors and internal partners
- Classify securities using the standards established by the investment team
- Develop and maintain a strong understanding of departmental processes and organizational business practices
Skills
- Bachelor's degree and/or 1+years of relevant experience in data management, preferably within financial services
- Proficiency with Windows operating systems and Microsoft Office suite
- Experience with financial reporting or portfolio accounting
- Demonstrated ability to learn new systems, tools, and processes quickly
- Strong analytical and problem-solving skills with the ability to identify and resolve issues efficiently
- Collaborative team player with an aptitude for imparting knowledge to others
- Meticulous attention to detail and unwavering commitment to accuracy
- Strong organizational skills, thriving in fast-paced environments
- Demonstrated commitment to continuous learning and professional development
- Excellent verbal and written communication skills
- Strong interpersonal skills with the ability to communicate effectively across diverse teams and experience levels
- Experience with Orion, custodial platforms, Salesforce, and portfolio management systems preferred
- Experience with reconciliation processes preferred
- Knowledge of investment products and securities preferred
Benefits
- Hybrid work schedule: 3 days in the office per week and the option to work remotely 2 days per week, or as assigned by the team leader.
- An annual cash bonus
- A comprehensive benefits package
Company Overview