Administer and maintain core operational databases, including client, fee, revenue, and asset data systems
Oversee database design, enhancements, and performance optimization for large datasets
Ensure data integrity, accuracy, and consistency across multiple platforms
Manage database reconciliation processes between systems (e.g., Trust and portfolio systems)
Evaluate and implement system upgrades, including SQL Server and database compatibility improvements
Lead the development, production, and distribution of recurring and ad hoc reports
Oversee all fee, revenue, finance, and profitability reporting
Produce key business metrics, including account activity, asset values, and operational statistics
Develop and maintain advanced Excel-based reporting tools (macros, pivot tables, automation)
Analyze data trends and provide insights to support decision-making
Manage and execute critical operational workflows, including: Required Minimum Distribution (RMD) annual processing
Risk rating processes and periodic updates
Fee billing and tax-related fee processing
Statement generation, sequencing, and distribution
Oversee client outbound file processes and onboarding of new reporting/file requirements
Support bill pay processes and specialized transaction workflows
Oversee vendor (FIS/Advent) uploads and timely loading into databases. Coordinate time-sensitive and holiday-related disbursement activities
Design and implement automation solutions to improve operational efficiency
Maintain and enhance job scheduling and workflow tools (e.g., VisualCron)
Support enterprise systems, including FIS reporting platforms and data integrations
Lead or support system upgrades, migrations, and testing efforts
Develop and maintain documentation for processes, systems, and automation
Support risk and control processes, including risk rating methodologies and enhancements
Perform monitoring activities such as overdraft reviews and compliance testing
Assist with audits, regulatory reporting, and internal control reviews
Maintain thorough documentation to support audit and compliance requirements
Identify opportunities for process improvements and implement scalable solutions
Participate in strategic initiatives related to data, reporting, and operations
Collaborate with Wealth Management, Finance, and Operations teams to support reporting and data needs
Serve as a subject matter expert for data systems, reporting tools, and operational workflows
Respond to internal and external inquiries related to data and reporting

Requirements

Advanced proficiency in SQL, database management, and data analysis
Advanced Microsoft Access database management skills
Advanced Excel skills, including macros, automation, and pivot tables
Strong understanding of wealth management, trust, and financial operations
Experience with reporting platforms and workflow automation tools (e.g., VisualCron or similar)
Strong analytical, problem-solving, and organizational skills
Familiarity with Microsoft Visual Basic and Python coding environment
Familiarity with Snowflake and Salesforce
High attention to detail and commitment to data accuracy
Ability to manage multiple priorities and meet deadlines
Candidates must possess unrestricted work authorization and not require future sponsorship.

Benefits

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLdatabase managementdata analysisMicrosoft AccessExcelmacrosautomationVisual BasicPythonSnowflake

Soft Skills

analytical skillsproblem-solving skillsorganizational skillsattention to detailability to manage multiple prioritiescommitment to data accuracy