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Job Information
Atria Wealth Solutions Junior Data Analyst in San Diego, California
Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
We are looking for a Junior Data Analyst to join our amazing platform team. This position is responsible for performing data delivery and quality analysis and support for requirements and testing on efforts to grow and optimize our advisor workstation. The Junior Data Analyst responsibilities will include migrating third party CRM data to advisor’s workstation CRM and assisting Senior Data analysts with data comparison, manipulation, and analysis.
Location: This position may be done HYBRID out of one the following home office locations or fully remote:
Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
San Diego, CA: 10150 Meanley Drive, San Diego 92131
Syracuse, NY: 100 Madison Street, Syracuse 13202
Fully Remote - USA
Salary: The anticipated annual base salary range for this position is $55,000 to $62,000. Exact compensation may vary based on skills, experience, and location.
What you will do:
Data Delivery Analysis
Provide research and support for all in-bound & out-bound files.
Identify, communicate, and resolve data quality and delivery issues with data providers.
Provide testing support for all in-bound and out-bound files.
Monitor daily data delivery and ETL jobs.
Data Quality Analysis
Monitor data quality alerts and conduct data analysis on the alert outputs
Extract information from data sets and identify correlations and patterns
Ad-hoc SQL queries to support data analysis
Perform data reconciliations and support resolution of discrepancies
QA and UAT test of system changes
Migrating Third Party CRM Data to Advisor Workstation CRM (Unio)
Formulate a CRM data migration plan with Advisors.
Conduct data extraction from 3rd Party CRM.
Perform data clean up.
Work with developers to upload data to staging and production site.
Conduct testing in staging environment.
Provide updates and host meetings with advisors during data transition.
Manage, develop, and maintain reports for use by various departments.
Assist Senior Data Analysts with:
Data Comparison
Data Import / Export
Data Clean up
Data Entry
Must haves:
Bachelor's Degree in or equivalent work experience
2+ years of experience working data in business environment
Proficiency in SQL, MS Office products, specifically Excel
Excellent problem-solving and analytical skills
Strong attention to details
Experience with business intelligence tools
Strong oral communication skills
Strong written communication skills
Strong data entry/keyboard typing skills
Self-motivated, demonstrate high level of initiative
Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:
Medical & Prescription Drug Insurance
Health Advocacy
Telehealth
Dental Insurance
Vision Insurance
Health Savings Account
Flexible Spending Accounts
Short-Term Disability Insurance
Long-Term Disability Insurance
Life Insurance
Paid time off, Paid Holiday, Paid Birthday
Critical Illness, Accident & Hospital Indemnity Coverage
Identity Theft
Employee Assistance Program
Pet Insurance
Legal Plans
Virtual Therapy
Virtual Mental WellCare
Long-Term Care
Retirement 401(k) Savings Plan with matching
At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.
It’s time for the next step in your career. Apply now.
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