Client Reporting Specialist (Wealth Management)

Location: Columbus, Ohio, United States; onsite 4 days per week

Salary: $70,400–$100,000 per year

Company

hirify.global is a U.S. wealth management platform serving high- and ultra-high-net-worth individuals and families through more than 40 offices.

What you will do

• Build and maintain client reporting templates and portal views.
• Help develop the Client Reporting offering roadmap with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms.
• Execute monthly and quarterly client reporting cycles and support Wealth Advisors and Client Service Specialists.
• Operate reporting data workflows and feeds, monitoring security master, allocations, and performance returns.
• Perform data and reporting quality control to maintain reporting integrity.

Requirements

• 3–5 years of experience in client, investment portfolio, or performance reporting.
• Experience in wealth management, asset management, investments-related data, or reporting.
• Proficiency with Addepar or a similar portfolio reporting system.
• Strong analytical, problem-solving, critical-thinking, communication, documentation, and attention-to-detail skills.
• Unrestricted authorization to work in the United States; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.
• Ability to work onsite 4 days per week in an office environment.

Culture & Benefits

• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts, Health Savings Accounts, dependent care, commuter, and transit benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.