The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Prepare or assist in producing required financial regulatory reports for the: broker/dealer, including the Reserve Computation and FOCUS report.
Assist the team in the month end accounting close process for the registered: broker/dealer including preparing accounting entries, reconciliation and financial reports.
Assemble data to complete the reports required to comply with daily regulatory reporting requirements
