Data Reconciliation Specialist
associate staffingFort Mill (SC)
About the role
What You Will Be Doing:
In this role, you'll review statements submitted by financial advisors and validate the information to confirm the data is accurate and the statement is correct before it goes directly to the client. This work matters because advisors often report assets their clients hold at other firms, where the firm has no direct visibility. Your review is the check that confirms those numbers before they reach the client. Accurate reports protect the client's trust in their advisor and in the firm.
Responsibilities:
- Review advisor-submitted statements and supporting documents for outside assets - Validate reported figures in Client Works against supporting documentation - Confirm that statements are accurate before they are approved for delivery to clients - Work across Client Works and multiple other vendor systems (some with limited visibility) - Flag discrepancies and missing or insufficient documentation Qualifications: - Proven data validation and/or data analytics experience - Strong Excel skills - High attention to detail and accuracy Preferences: - Experience with Smartsheet or similar data/workflow tools - Financial services background (helpful, not required) - Supervision or compliance experience is a plus Equal Opportunity Employer: Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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