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Financial Reporting Specialist

2 months ago

Naples, Florida, United States ASK Consulting Full time
Job Overview

At ASK Consulting, we are seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our Client Services department, you will play a vital role in providing exceptional support to our clients and advisors.

Key Responsibilities:

  • Provide comprehensive support to Client Service Managers on various tasks, ensuring seamless execution and timely completion.
  • Assist with opening and closing client accounts, processing deposits and withdrawals, and preparing client documents for signature.
  • Contribute to the preparation of client documents, reports, and other materials, ensuring accuracy and attention to detail.
  • Collaborate with operations and trading teams to effectively disseminate information and ensure smooth workflow.
  • Participate in various CS department projects, generating reports as requested by other CSIM departments and clients.
  • Perform daily, weekly, monthly, and quarterly account maintenance tasks, updating databases as necessary.
  • Collaborate with colleagues to enhance workflows and processes, providing outstanding client service and demonstrating empathy and problem-solving skills.

Requirements:

  • Strong communication skills, with impeccable attention to detail and a positive attitude.
  • Self-initiator with professionalism, incredible follow-through, and a great work ethic.
  • Aptitude for complex problem-solving, with good analytical skills and attention to detail.
  • Collaborative and relational work style, with proven success in a team environment.
  • Excellent communication and interpersonal skills, with proficiency in Salesforce (or other CRM system), Excel, Word, PowerPoint, and Microsoft Outlook.
  • Portfolio accounting software knowledge preferred.
  • Desire for growth opportunities and ongoing training.

About ASK Consulting:

ASK Consulting is an award-winning technology and professional services recruiting firm, servicing Fortune 500 organizations nationally. With a strong commitment to diversity and inclusion, we strive to create an inclusive environment for all associates.