Senior Family Office Reporting & Analytics Specialist
Jobtailor
Jobtailor is seeking a detail-oriented reporting specialist in Massachusetts to support high-net-worth clients and family offices. You will develop consolidated reports, work with Relationship Managers and advisors, and resolve client inquiries related to reporting. The role involves monthly and quarterly reporting for high-net-worth clients, family offices, endowments and foundations, and requires collaboration across teams to streamline workflows and improve data accuracy. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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