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Addepar Reporting Specialist
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-23
Listing for:
Sanctuary Wealth Group
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst -
Accounting
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Description Addepar Reporting Specialist
This position is for Sanctuary Wealth - Corporate.
We are only accepting applicants who are currently local to:
San Antonio, TX / Indianapolis, IN / Omaha, NE / or Miami, FL
* PLEASE DO NOT APPLY IF YOU ARE UNABLE TO RELIABLY COMMUTE to one of the cities listed above.
SummaryThe Reporting Specialist is responsible for assisting Sanctuary Partners in Addepar training, performance reporting, account maintenance, data quality and integrity checks.
Knowledge, Skills, and Abilities- Experience with operational platforms such as Schwab, Pershing, Fidelity
- Intermediate to advanced Excel spreadsheet proficiency – position weighs heavily on Excel functions/formulas
- Positive attitude, excellent work ethic and team player
- Ability to work in a fast-paced environment and take accountability for performance/work product
- Ability to complete other functions as assigned within Operations, as needed
- Polished oral and written communication skills
- Preferred experience with Portfolio management software
- Required experience with Addepar
- Working knowledge of data feeds a plus
- Working knowledge of Addepar’s trading tool a plus
- Experience onboarding advisors from other platforms (Orion, Black Diamond, Envestnet, etc)
Essential Duties and Responsibilities
- Provide Addepar training for onboarding partners
- Review monthly and quarter end audits for performance reporting purposes
- Identify missing or incomplete processes to improve reporting offering
- Complete data audits on regular time intervals
- Trouble shoot account performance
- Support performance report building
- Review and resolve open items with Addepar
- Maintaining offline & online accounts (specifically alternatives)
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