Addepar & Client Reporting Associate Position Available In Lee, Florida

Addepar & Client Reporting Associate Finemark National Bank 8695 College Parkway, Fort Myers, FL 33919

Position Summary:

Requires a dynamic and experienced professional to join a team dedicated to the support and continuous improvement of our investment reporting systems. The Specialist would primarily work with Addepar, our investment performance and client reporting system, and Wealth Access, our mobile platform for clients. The professional will collaborate closely with the Client Reporting Group and operational support teams to coordinate the first line of defense for resolving issues, ensuring smooth operations, and delivering excellent service to internal users and clients. The Specialist will be instrumental at building productive working relationships with our Advisors while maintaining the reliability and efficiency of our reporting systems in support of the wealth management process. The ideal candidate must possess strong analytical skills, experience with Addepar, and the ability to drive continuous improvement in processes and systems for our investment and trust teams.

Essential Job Functions:

As a member of the Client Reporting Group, execute the vision for Addepar and deliver superior service and support for the investment team. Provide daily operational support for Addepar and Wealth Access, addressing transaction processing issues, system errors, and promote user adoption. Serve as the primary point of contact between investments, operations, and senior leadership as replacement for third-party consultants. Investigate and resolve discrepancies in performance calculations, data accuracy, and reporting outputs. Translate business needs into clear and actionable solutions and product features. Ensure alignment with regulatory, compliance, and organizational standards. Identify opportunities to streamline and improve operational processes, leveraging technology and best practices to enhance efficiency and accuracy. Assist in the integration and reconciliation of data between systems to ensure accuracy and integrity. Perform routine checks and validations on transaction data and reporting outputs. Identify patterns of recurring issues and recommend process improvements or system updates. Identify opportunities to optimize system performance, reduce operational risk, and improve scalability. Assist with the generation and delivery of client reports, ensuring data accuracy and format compliance. Manage user requests for customized reports or performance analytics. Stay informed of industry trends, best practices, and emerging technologies related to wealth management and client reporting. Train and guide users on system functionality, tools, and best practices.

Required Education, Skills, and Experience:

Minimum of 2-3 years of Addepar experience in an operations or product management role, preferably in wealth management, fund administration, or related financial services. Bachelor’s degree in Finance, Economics, Business Administration, Computer Science, or a related field. An MBA or relevant certifications (e.g., CFA, Scrum Product Owner) is a plus. Strong understanding of investment products (e.g., equities, fixed income, alternatives), and financial markets. Proven history of delivering successful investment performance and/or client reporting solutions. High level of accuracy and diligence, particularly in a fast-paced environment. Strong verbal and written communication skills required. Organizational skills to manage data, projects, and processes. Knowledge of Wealth Access and/or FIS TrustDesk a plus

ADA Job Description:

The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally. Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel. Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary. Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer. FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications. FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.