Financial Data Specialist
10 hours ago
PCR Financial Aggregation is a pioneering FinTech company dedicated to transforming the financial landscape. Our innovative technology platform empowers wealthy families and their advisors to make informed decisions by consolidating and sharing data from thousands of banks, custodians, and fund managers.
Job DescriptionWe are seeking an experienced Finance Enrollment Analyst to join our Operations team. As a critical member of our global team, you will collaborate with clients and counterparties to obtain consent for data sharing. Your key responsibilities include:
- Developing client account enrollment plans, including sequencing and expected time to activate accounts.
- Assisting clients with the use of our proprietary Enrollment Tool, including bulk loading of accounts and generating Letters of Authorization.
- Monitoring the enrollment process using analytics and dashboards to identify delayed activations and resolving issues with counterparties.
- Providing regular reports to clients on progress and action items.
Required Skills and Qualifications
Our ideal candidate will possess:
- Comfort working in high-volume and metric-driven environments.
- A self-starter mindset with a drive for continuous improvement.
- The ability to enjoy professional interactions with various contacts.
- Curiousness and adaptability to new processes and tools.
- A strong team player mentality supporting team members to achieve goals.
- Excellent Microsoft Excel skills, particularly Vlookup and Pivot Tables.
We offer a competitive salary of $85,000 per year, as well as benefits that prioritize work-life balance and employee growth. Our flexible work policy allows remote work on a consistent basis. We value diversity and inclusion, fostering a culture that appreciates individual objectives and promotes listening and collaboration.
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