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Document Specialist

3 months ago


Stamford, Connecticut, United States Mirador Full time

Company Overview

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.

There's a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world's largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our .

Position Overview

We seek diligent, detail-oriented professionals to join the team in this entry level part-time role. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.

Responsibilities

Working within our alternative investments database

  • Downloading, organizing, and renaming files
  • Document management
  • Creating, circulating, and tracking LOAs (Letter of Authorization)
  • Creating and reconciling transaction level data in Excel
  • Escalate system and data issues to client facing team and/or team lead

Required Qualifications & Skills

  • 0-2 years Data Entry experience
  • Familiarity with technology, software tools, and applications, including Excel
  • Well-organized and self-motivated
  • Highly attentive to detail and accuracy
  • Familiarity with handling confidential data

Preferred Qualifications

Familiarity with financial services helpful

An associate or bachelor's degree in a related field or relevant job experience

Schedule

Part-time position

29 hours/week.

Onsite: Morning Shift 8:30am to 2:30pm or Afternoon Shift 11:30am to 5:30pm

$20/Hour

Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application is true and correct to the best of my knowledge.

Please note that this position is not eligible for work sponsorship or visa sponsorship.