Reporting Analyst: Client-Focused Wealth Reporting
Waverly Advisors, LLC
Waverly Advisors, LLC in Seattle seeks a Reporting Analyst to prepare accurate and timely reports for institutional clients by compiling disparate data sources into a cohesive structure. This role demands precision, thoroughness, and a collaborative approach with the team to meet client service standards. The position focuses on coordinating quarterly reporting, performing performance calculations, and developing client-facing materials while driving efficiency in reporting processes. #J-18808-Ljbffr Waverly Advisors, LLC
Vacancy posted 2 days ago
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