Heritageholdings

Reporting Internship

Heritageholdings

Milan · Posted Apr 14

Other Onsite
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Reporting Intern to support wealth-reporting activities by manually loading transactions and valuations into Addepar, ensuring data accuracy and reconciliation; collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.

What they are looking for

Excel Addepar

Details

Work type
Onsite

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