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 more than 200 financial institutions with over $100 billion of assets under administration.

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

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