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WEALTH MANAGEMENT FINANCIAL SYSTEMS EXPERT

Company: Schechter Wealth
Location: Detroit
Posted on: June 26, 2019

Job Description:

WHAT WE DOInvestments, Insurance, Private Capital - Schechter is an entrepreneurial financial services firm focused on providing high end solutions to ultra-high net worth investors. Our solutions span across traditional investment advisory, direct private equity offerings, and insurance-based opportunities. POSITION DESCRIPTIONWe are seeking a motivated, detail-oriented, technical individual that would like to implement, oversee, and ultimately manage all financial technology systems that we use for our investment clients. This would include assisting current team members in implementing our new performance reporting & billing software, integrating with our CRM, and evaluating current & future software capabilities and implementations. Schechter's goal is to offer a suite of best-in-class technology solutions for our clients while providing a white-glove service experience. This individual will be an integral part of managing all financial software. Please note, this is not a client-facing position. ESSENTIAL JOB FUNCTIONSHelp implement Black Diamond as a software for financial reporting and billing with the current team in placeMaintain ongoing system maintenance once Black Diamond is fully integrated and functionalExplore full capabilities of current software suite and integration possibilities with new productsCreating and designing client reports for quarterly and ad hoc distributionIntegrate financial systems with each other and Microsoft Dynamics (our CRM platform)Work with multiple data feeds and organize, rearrange, and reconcile to ensure accuracy with minimal errorsRespond to requests for information and access relevant filesComply with data integrity and security policiesRetrieve data from the data base or electronic files as requestedPerform data integrity research, troubleshooting, and report configurationActively seek out and recognize discrepanciesCommunicate effectively with vendors as well as internal and external clientsCheck source documents and completed work for accuracy and correct data where necessaryObtain further information for incomplete documents REQUIRED SKILLSExceptional level of accuracy and excellent attention to detailIncredibly proficient computer skills with strengths in Excel & other Microsoft productsAbility to deal with large data sets and data feeds from multiple sources and compile into a software system with minimal errorStrong organization and time management skills; must be able to establish priorities and execute them with minimal assistanceAble to handle multiple projects/tasks simultaneously while meeting deadlinesProblem solving - with emphasis on analytical and critical reasoningAbility to work in a fast-paced environmentDiscretion/confidentiality is a must in this positionExemplary written and verbal communication skillsFamiliarity with performance reporting software EXPERIENCE 4-year college degree preferably in Business, Technology, or relate-field2-4 years of professional experience using financial technology for client facing reports or solutionsFamiliarity with wealth management and personal investmentsExperience with investment performance reporting and software which may include, but not limited to- Black Diamond*, Microsoft Dynamics*, Orion, Addepar, Advent, Right Capital, Tamarac, eMoney, MoneyGuidePro (*denotes current software that Schechter uses - experience in these would be a big plus)by Jobble

Keywords: Schechter Wealth, East Lansing , WEALTH MANAGEMENT FINANCIAL SYSTEMS EXPERT, Accounting, Auditing , Detroit, Michigan

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