Addepar Reporting Specialist

4 days ago


San Antonio, Texas, United States Sanctuary Wealth Full time


 Addepar Reporting Specialist

This position is for Sanctuary Wealth - Corporate. 

We are only accepting applicants who are currently local to: San Antonio, TX / Indianapolis, IN / Omaha, NE / or Miami, FL

     *PLEASE DO NOT APPLY IF YOU ARE UNABLE TO RELIABLY COMMUTE to one of the cities listed above. 

Summary

The Reporting Specialist is responsible for assisting Sanctuary Partners in Addepar training, performance reporting, account maintenance, data quality and integrity checks. 

Knowledge, Skills, and Abilities

· Experience with operational platforms such as Schwab, Pershing, Fidelity 

· Intermediate to advanced Excel spreadsheet proficiency – position weighs heavily on Excel functions/formulas

· Positive attitude, excellent work ethic and team player

· Ability to work in a fast-paced environment and take accountability for performance/work product

· Ability to complete other functions as assigned within Operations, as needed

· Polished oral and written communication skills

· Preferred experience with Portfolio management software

· Required experience with Addepar

· Working knowledge of data feeds a plus

· Working knowledge of Addepar's trading tool a plus

· Experience onboarding advisors from other platforms (Orion, Black Diamond, Envestnet, etc)


Requirements

Essential Duties and Responsibilities 

· Provide Addepar training for onboarding partners

· Review monthly and quarter end audits for performance reporting purposes

· Identify missing or incomplete processes to improve reporting offering

· Complete data audits on regular time intervals

· Trouble shoot account performance

· Support performance report building 

· Review and resolve open items with Addepar

· Maintaining offline & online accounts (specifically alternatives)



  • San Antonio, Texas, United States KIPP Full time

    Company Description About KIPP Texas Public SchoolsKIPP Texas Public Schools is a network of 54 public charter, open-enrollment, pre-k-12 schools educating nearly 32,000 students across Austin, Dallas, Houston, and San Antonio. Together with families and communities, our mission is to create joyful, academically excellent schools that prepare students with...

  • ASSOCIATE SPECIALIST

    2 weeks ago


    San Antonio, Texas, United States SwRI Structural Geology & Geomechanics Full time $80,000 - $120,000 per year

    Currently logged in as [sign out]Job CartSession Expiration WarningYou've been inactive for a while. For your security, we'll log you out automatically. Click "Stay Online" to continue your session.Your session will expire in 120 seconds.HelpASSOCIATE SPECIALIST - SPECIALIST - Business Operations Specialist Email a friendWho We AreThe Intelligent Systems...


  • San Antonio, Texas, United States SAN ANTONIO ACADEMY OF TEXAS Full time $40,000 - $60,000 per year

    Job Details Job Location:    San Antonio, TX Salary Range:    Undisclosed DescriptionSan Antonio Academy of Texas seeks a Transportation Specialist starting immediately.This position is an integral part of the school's operations and is a full time 12-month position with a generousbenefits plan.Reporting to the Director of Facilities, the school is...

  • Support Specialist

    2 weeks ago


    San Antonio, Texas, United States Freese and Nichols Full time

    Freese and Nichols is seeking a Support Specialist in our San Antonio, Tx office. The Support Specialist will perform a wide variety of general administrative and clerical functions to provide assistance and support to the firm.Primary ResponsibilitiesReceiving calls and visitorsComposing and typing of routine correspondence, including emails and...

  • Invoicing Specialist

    2 weeks ago


    San Antonio, Texas, United States XMS Biomedical Services Full time

    About UsXMS Biomedical Services has been proudly serving Texas for over 17 years, providing expert biomedical equipment repair and preventative maintenance for hospitals, surgery centers, clinics, and research facilities. Our experienced team is committed to reliability, compliance, and customer service excellence. We are seeking a detail-oriented and...


  • San Antonio, Texas, United States TX-STAR Speech Language Services Full time

    TX-STAR has been serving school districts since 2010 and has serviced over 40 school districts and a multitude of other agencies. Our staff are highly trained and have experience in educational environments, and more specifically the roles involved in special education. This experience working with all disciplines of Special Education provides unique insight...

  • Program Specialist

    4 days ago


    San Antonio, Texas, United States Catholic Charities Full time

    : Work Hours: 8:30 a.m. - 5:00 p.m. Workdays: Monday – Friday Location: 5315 Summit Pkwy | San Antonio, TX 78207Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love.Summary:Under the supervision of the Program Manager, the Program Specialist for the School Impact Program is...


  • San Antonio, Texas, United States Randolph-Brooks Federal Credit Union Full time

    Job Description and RequirementsThe HRIS Workday Specialist will provide Human Resources technology delivery and will be responsible for evaluating system resource requirements, configuring applications to meet business needs and implementing technology programs through regular system and data analysis.This position is for our ASC location , (main campus)...


  • San Antonio, Texas, United States Business Enabled Acquisitionandtechnology Inc Full time

    Job Title: Research and Development Specialist – Advanced (Identity Engineering Services)Location: San Antonio, TXClearance: SecretEducation: BS in Computer Science related field or A BBA in the same technical field or CASP+Certifications: Microsoft Certified: Cyber Security Architect Expert or Microsoft Certified: Azure Solutions Architect...


  • San Antonio, Texas, United States World Car Auto Group Full time

    Building Maintenance Specialist works Monday thru Friday, with some after hours and Saturday work in the event something needs to be checked or fixed and cannot wait until next business day.Last Updated: Fri Mar :04:19 GMT-0500 (Central Daylight Time)Benefits Include: Medical, Vision, Dental, Life InsuranceRequirements - Building / Property Maintenance...