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Portfolio Operations & Data Integrity Specialist

ARQ Wealth Advisors, LLC

A growing independent wealth management firm in Scottsdale, Arizona is seeking an experienced Portfolio Administrator to enhance data integrity within their investment operations team. The role involves setup and management of client accounts, auditing portfolio data, and ensuring accurate client reporting. Ideal candidates will have 3–7+ years in investment operations, strong Excel skills, and a bachelor's degree in a relevant field. The firm offers competitive compensation, including 401(k) and various health benefits. #J-18808-Ljbffr ARQ Wealth Advisors, LLC

Vacancy posted 2 days ago
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