Reporting Coordinator, Wealth Management

Overview

Putting people first, every day BD O is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

Our Wealth Management team is looking for a Reporting Coordinator to join the team. The successful candidate will be responsible for:

• Assist the Financial Planning team with administrative needs
• Assist with coordinating the financial planning process, along with gathering the required information
• Assist with coordinating the consolidated reporting process, along with gathering the required information
• Process client data and complete data entry in consolidated reports
• Responsible for ensur...