Job Title: Reporting Coordinator (Capital Access)

Job Location:  Southfield, MI 48075

Job Duration: 6 months contract

8 AM- 5 PM Monday through Friday

Laptop provided

Local candidates only- hybrid role in office 3 days per week 

Opportunity for extension or conversion based on attendance, performance and availability of an FTE role

Position Summary:

We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.

Key Responsibilities:

• Process and manage daily operational reports with strict de...