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Data Maintenance Associate
Job Location:
Job Location:
San Diego, CA - USA
Yearly Salary:
USD 55000 - 68000
Yearly Salary:
Posted:
13 September 2026 (6 hours ago)
Posted:
Application Deadline:
11 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Position: Data Maintenance Associate
Department: Madison Avenue Securities
Reporting to: Chief Operating Officer
Location: San Diego CA
Overview:
We are seeking a detail-oriented and analytical professional to help maintain the accuracy integrity and completeness of our client and account data. This role combines data management research reporting and process improvement with opportunities to work closely with internal teams and external technology partners.
Youll play an important role in keeping our data reliable identifying opportunities to improve processes and helping ensure our systems support the business effectively.
What youll do:
- Review and validate incoming client and account data for accuracy and completeness
- Research and resolve missing incomplete or inconsistent records
- Reconcile and maintain client data including consolidation and removal of duplicate or outdated records
- Partner with department leaders to identify root causes of data issues and develop sustainable solutions
- Collaborate with Salesforce and other vendor partners to standardize and improve data across systems
- Document data processes system changes and updates from external data providers
- Prepare and distribute required client communications
- Monitor overall data quality
Experience youll bring:
- Experience in financial services
- Experience in Outlook Word Excel and PowerPoint
- Strong communication skills
- Strong attention to detail and commitment to data accuracy
- Analytical mindset with a natural curiosity for understanding how and why issues occur
- Ability to research troubleshoot and resolve data-related issues independently
Bonus Points:
- Experience in data operations or a related field
- Working knowledge of Pershing clearing systems and Salesforce
What youll get:
- Salary range $55000-$68000 annually
- Benefits including medical dental vision and 401k (with matching options)
- Generous paid time off package upon your start date
Who We Are:
Madison Avenue Securities is an independent broker-dealer and registered investment advisor that supports independent financial advisors with a full suite of investment products and services along with high-touch highly responsive practice support and an easy-to-do-business-with :// Avenue Securities is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace our employees are always comfortable bringing their true selves to our offices daily.
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
IC
