Seeking an Operations Associate who will execute day-to-day operations related to establishing, reporting, and maintaining client portfolios through Addepar. Must have experience with Addepar or similar portfolio accounting system: creating views, managing data feeds, customizing attributes. This role will be hybrid and requires in office presence 3 days per week. See link for more details: https://www.linkedin.com/jobs/view/3736981991
Oct 27, 2023