Grace Lee
Operations Administrator at Ropes Wealth Advisors
- Role
- Operations Administrator at RWA Wealth Partners
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Operations Administrator
Jan 2023 — Present · Boston, MA, US
Facilitate the onboarding of new client accounts and process client account transactions• Perform reconciliation of portfolios across custodial, portfolio management, and trading systems• Analyze and manage company-wide data sets to ensure internal data quality and integrity• Conducted data verification practices by resolving client account discrepancies or errors
Education
Bishop Guertin High School
High School Diploma
2015 — 2018
Brandeis University
Bachelor's degree, Health: Science, Society and Policy, International and Global Studies, & Legal Studies
2018 — 2022
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