John Riecke Email & Phone Number

United States

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our.

Denver

Greater Denver Area

-Provide relationship management & technical support for over 350 investment manager partners-Manage implementation and project tracking for all new manager relationships and new investment portfolios on the Envestnet platform-Work with internal and external partners to troubleshoot platform problems, process manager requests and ensure timely.

• Training, supporting, and supervising the reconciliation department staff to ensure efficient, accurate, and timely reconciliation of financial portfolios.
• Coordinating with the Client Services team and Technology team on new procedures or initiatives to implement a scalable process in preparation for the company’s rapid growth
• Collaborating with the Technology team in building new tools to create reconciliation efficiencies
• Tracking the reconciliation process and metrics to provide status updates to Client Service, plan resources and deadlines for the reconciliation schedule, and monitor for increased efficiency or areas for improvement.
• Created tracking system for account reconciliation data ranging from online access information, reconciliation status, assigned reconciler, account notes and scheduled reconciliation deadlines.
• Organizing the reconciliation schedule with Client Service deadlines and priorities against limited resources.

• Gather, analyze, and reconcile investment transactions daily, weekly, or monthly per clients requested frequency to ensure concise reporting of high net worth portfolios.
• Initiate and confirm monthly reconciliation progressively tying custodian year to date totals and cost to simplify year-end and tax reporting.
• Identify and assist in resolving technical issues as they relate to information aggregation, portfolio reporting, and portfolio management to further develop system verified quality.
• Adjusting data to meet specific client needs and tracking those adjustments to ease reconciliation with custodian data
• Uploading and verifying historical data including transactions, prices, gains & losses and cost
• Downloading and saving client statements into internal accounts & verifying successful assignment for client retrieval

• Importation, separation and filing of electronic mortgage documentation for wholesale and conduit clients

• Provided telephone tech support for internal and external customers
• Guided customers through entering loan information into the company website
• Provided account information to internal customers for reference
• Acted as switchboard operator to ensure that customers reached appropriate lines in a timely manner