Wealth Management Data Quality Specialist
OneDigital(1 month ago)
About this role
A Wealth Management Data Quality Specialist at OneDigital ensures the accuracy and reliability of the data that supports the firm's wealth management operations, reporting, and strategic decisions. The role works across internal teams and external custodians to uphold data integrity that enables advisor efficiency and accurate client reporting.
Required Skills
- Data Validation
- Data Quality
- QA Testing
- Root Cause
- Excel
- Reporting Tools
- Database Management
- Custodial Integrations
- Portfolio Platforms
- Compliance
+3 more
Qualifications
- Bachelor's Degree
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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