Reporting & Data Specialist (Finance & Analytics)
Beacon Pointe Advisors
Beacon Pointe Advisors is seeking a Reporting Associate to help maintain client data for performance reporting and support internal projects. The role requires a bachelor’s degree and 1–2+ years in reporting/operations, with strong Excel and CRM experience. You will participate in audits, manage data across systems, and support the New Account Setup process, ensuring accuracy and timely delivery of reports for internal stakeholders. #J-18808-Ljbffr Beacon Pointe Advisors
Vacancy posted 1 day ago
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