Pittsburgh area investment services group is in need of a Financial Data Coordinator.

Duties to include:   

·         Perform Trade & Asset Matching for all incoming Client and Transfer Agent Files

·         Maintain client account-level Firm, Office & Rep Data on DST

·         Establish & maintain existing Client Firm & Office Data on DST, MARS  

·         Perform research to a cquire information from various data sources including Client Contacts, Client-Provided Artifacts and third-Party Data Sources (Discovery, FINRA, IAPD, Client Web Sites)

·         Review and approve SalesForce Change Requests

·         Review and Disposition Marketo Data Exceptions

·         Perform analysis to attribute firm, office and advisor information to new non-discretionary (model) account files

·         Identify and execute data-related tasks supporting external client mergers, acquisitions, correspondent clearing conversions, single to sub/sub to single conversions, etc.

·         Perform tertiary data stewardship activities in Client Master MDH


·         High level PC proficiency

·         Strong analytical and problem-solving skills

·         Attention to details

·         Capable of handling multiple tasks simultaneously

·         Bachelors degree preferred

To apply for this job email your details to pancoaststaffing7@gmail.com