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Financial Services Data Operations Associate

Madison Avenue Securities
  • San Diego, California
    25 days ago

    Job Description

    Position: Financial Services Data Operations Associate
    Department: Madison Avenue Securities
    Reporting to: Chief Operating Officer
    Location: San Diego, CA
     
    Overview:
    We are seeking a detail-oriented and analytical professional to help maintain the accuracy, integrity, and completeness of our client and account data. This role combines data management, research, reporting, and process improvement, with opportunities to work closely with internal teams and external technology partners.
     
    You’ll play an important role in keeping our data reliable, identifying opportunities to improve processes, and helping ensure our systems support the business effectively.
     
    What you’ll do: 
    • Review and validate incoming client and account data for accuracy and completeness
    • Research and resolve missing, incomplete, or inconsistent records
    • Reconcile and maintain client data, including consolidation and removal of duplicate or outdated records
    • Partner with department leaders to identify root causes of data issues and develop sustainable solutions
    • Collaborate with Salesforce and other vendor partners to standardize and improve data across systems
    • Document data processes, system changes, and updates from external data providers
    • Prepare and distribute required client communications
    • Monitor overall data quality
     
    Experience you’ll bring:
    • Experience in financial services
    • Experience in Outlook, Word, Excel and PowerPoint
    • Strong communication skills
    • Strong attention to detail and commitment to data accuracy
    • Analytical mindset with a natural curiosity for understanding how and why issues occur
    • Ability to research, troubleshoot, and resolve data-related issues independently
     
    Bonus Points:
    • Experience in data operations, or a related field
    • Working knowledge of Pershing clearing systems and Salesforce
     
    What you’ll get:
    • Salary range $55,000-$68,000 annually
    • Benefits including medical, dental, vision and 401k (with matching options)
    • Generous paid time off package upon your start date
     
    Who We Are:
    Madison Avenue Securities is an independent broker-dealer and registered investment advisor that supports independent financial advisors with a full suite of investment products and services, along with high-touch, highly responsive practice support and an easy-to-do-business-with culture.  https://mas-bd.com/
     
    Madison Avenue Securities is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

    Presented by Advisor Talent Solutions
    Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
    Learn more about our approach and services at advisortalentsolutions.com

    Numbers & Facts

    LocationSan Diego, California
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Analysis Skillsunmatched
    • Brokerageunmatched
    • Business Supportunmatched
    • Communication Skillsunmatched
    • Customer/Client Researchunmatched
    • Data Managementunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Financial Operationsunmatched
    • Financial Servicesunmatched
    • Identify Issuesunmatched
    • Investment Servicesunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Process Improvementunmatched
    • Quality Monitoringunmatched
    • Registered Investment Advisor (RIA)unmatched
    • Research Skillsunmatched
    • Root Cause Analysisunmatched
    • Salesforce.comunmatched
    • Securitiesunmatched
    • Sustainabilityunmatched
    • Systems Administration/Managementunmatched
    • Systems Maintenanceunmatched
    • Team Playerunmatched

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