Data Operations Specialist

Job Title: Data Operations Specialist:

Company: Key Financial, Inc.

Location: West Chester, PA

Job Type: Full-Time

Salary:

About Us:

Located in the heart of West Chester, PA, Key Financial Inc. is a premier wealth management and financial advisory firm dedicated to providing personalized and comprehensive financial solutions. With a commitment to integrity, innovation, and client-centric advice, we have been serving the diverse financial needs of individuals, families, and businesses for over two decades.

At Key Financial Inc., we understand that each client's financial journey is unique. Our team of experienced professionals takes pride in crafting tailored strategies that align with your specific goals and aspirations. We specialize in a range of services including investment management, retirement planning, estate planning, and risk management, ensuring a holistic approach to your financial well-being.

Our philosophy is rooted in building long-term relationships based on trust and transparency. We are deeply invested in the success and prosperity of our clients and our community. By combining cutting-edge technology with our deep expertise, we strive to deliver insights and solutions that help navigate the complexities of the financial world.

Job Description: We are seeking a Data Operations Specialist to support our Operations department. In this role, you will be instrumental in ensuring the smooth operation of our data-related tools and workflows, working closely with our data engineering team under the COO. This position is ideal for someone with a strong background in data operations, who thrives in a fast-paced and dynamic environment and wants to learn how to apply data to create operational efficiencies.

Responsibilities:

• Support reporting of corporate metrics/KPI’s and dashboards that help management make critical business decisions.
• Support Monthly, Quarterly, and Annual Financial Reporting Processes
• Account Reconciliation for Portfolio Performance Reporting
• Manage and optimize data workflows to support operational efficiency.
• Collaborate with data engineers to ensure seamless integration and functionality of data tools.
• Monitor data systems and troubleshoot any operational issues.
• Assist in the implementation of new data tools and systems.
• Develop and maintain documentation for data operations processes.
• Provide training and support to team members on data tools and procedures.
• Basic IT Support: Provide fundamental desktop support to coworkers, including troubleshooting common issues
• Data Quality Assurance: Regularly review and analyze raw datasets across various systems, identifying and rectifying any errors, discrepancies, or missing information. This includes meticulous data auditing to ensure accuracy and completeness, and performing necessary data entry to fill gaps.

Qualifications:

• "Bachelor's Degree Holder": preferred
• "Strategic Problem Solver": Looking for individuals who approach challenges with a strategic mindset, demonstrating innovative and effective problem-solving skills.
• "Excel Enthusiast with a Willingness to Learn": While proficiency in Excel is not required, ideal candidates should have a keen interest in learning and mastering Excel. We are looking for someone eager to embrace training in Excel's advanced features to streamline tasks and analyze data effectively.
• "Proactive Information Seeker": Candidates should be adept at independently seeking information, particularly through online resources like Google, to quickly learn and apply new knowledge when faced with unknown challenges.
• "Workflow Wizard": The role requires someone who can efficiently manage and maintain multiple workflows, ensuring that tasks are completed accurately and punctually without anything slipping through the cracks.

Skills:

• Fundamental Accounting Knowledge: Possessing a basic understanding of accounting principles is beneficial, as the role involves performance reporting review where such knowledge will aid in ensuring accuracy and meaningful analysis. Familiarity with data integration tools and techniques.
• Strong organizational and project management skills.
• Excellent communication and collaboration abilities.

Benefits:

• Competitive salary and bonus structure.
• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Generous vacation and leave policies.

How to Apply:

Please submit your resume with Indeed.

Job Type: Full-time

Pay: From $64,462.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• West Chester, PA 19380: Relocate before starting work (Required)

Work Location: In person

Salary : $1,000 - $64,462