Business Analyst sought by a Wealth Management & Family Office Company in Aventura, FL to: Lead the importation & validation of financial & client-related data into Portfolio Management & CRM systems, collaborating closely with IT & software teams to ensure data accuracy, completeness & timeliness.
Requirements: Bachelor's degree in liberal studies, Law, Business & Society, Business Administration, or a related field; 1 year of experience in the job offered or related occupations; 1 year of experience working with software such as Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, or Microsoft Dynamics 365.
Send resume to: Activest Wealth Management LLC, Attn: Isaac Wakszol, 20900 NE 30th Ave, Ste 311, Aventura, FL 33180.
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