CLARK FINANCIAL GROUP
The Reconciliation Specialist supports the Institutional Portfolio Operations team by reconciling cash, transactions, holdings, and derivatives to ensure accurate client account management. This role involves investigating reconciliation breaks, communicating with custodians and internal stakeholders, and assisting with audits and process improvements. The position offers opportunities for professional growth within a top-performing asset management firm.
Clark Financial Group is located in Windsor, Ontario. We are an independent, privately owned family run business established in 1974. We provide personal financial planning, life insurance and investment needs to individuals, couples, families & busine
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CLARK FINANCIAL GROUP.