Position Title: Analyst – Consolidated Access Team
Reports to: Manager – Consolidated Access Team
FLSA Status: Full-time, Salaried, Non-Exempt
Office schedule: Hybrid, 3 days in-office. Work onsite Tuesdays, Wednesdays, and one additional flexible day each week
Location: Denver, CO
Compensation Range: $45,000-$50,000
About Archway Group:
Archway Group is a leading wealth-tech platform serving family offices, investment advisors, and ultra-high-net-worth families. Our platform combines powerful software with managed services to help clients navigate the complexity of partnership accounting, investment reporting, bill pay, and operational workflows.
About the Role:
Archway Group is seeking an Analyst for our Consolidated Access Team (CAT). The CAT Analyst supports client account access, financial integrations, and document intake activities. This role ensures timely onboarding, data connectivity, document management, and issue resolution while partnering with internal and external stakeholders to deliver exceptional service.
What You’ll Do
- Manage client account access and financial institution integrations, including onboarding, setup, maintenance, monitoring, and data backloads.
- Monitor daily integration activity and support ByAllAccounts administration and new integration implementations.
- Maintain processes related to account access, authorization forms, and communications with custodians, banks, and third-party providers.
- Serve as a subject matter expert for integration and access-related questions, issues, and enhancements for both internal and external clients.
- Perform centralized document intake, ensuring documents are received, digitized, classified, and processed according to established timelines.
- Follow up with internal and external sources on outstanding documentation.
- Track document receipt, workflow progress, and operational activities in designated systems.
- Support software testing, process improvements, documentation updates, and operational initiatives.
- Collaborate with internal teams to research, troubleshoot, and resolve client and system-related issues.
What We’re looking for
Qualifications:
- Intermediate skills in Microsoft Excel. Proficiency with other Microsoft Office products.
- Emphasis on organizational skills, and the ability to balance responsibilities with a rigorous attention to detail.
- The self-motivation and drive to monitor multiple priorities in a fast-paced environment, without sacrificing excellence or quality.
- Strong written and verbal communication skills, to actively support your clients via email, videoconference and/or voice calls.
- Ability to handle confidential and sensitive information in a compliance-driven environment.
- Interest in financial technology, systems integrations, and process improvement
Work Environment & Essential Functions:
This position operates in a corporate office environment under a hybrid work policy. Employees work onsite Tuesdays, Wednesdays, and one additional flexible day each week, with the remaining two days available for remote work, subject to business needs and management approval. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this role.
- Prolonged periods of desk-based work
- Regular use of standard office technology (computer, phone, video conferencing)
- Ability to communicate clearly in person, by phone, and on video
- Occasionally lift and/or move up to 20 pounds
- Consistent adherence to the in-office schedule to support collaboration and operational effectiveness
- Remote work must meet Archway standards for productivity, availability, and data security
- Archway reserves the right to modify hybrid work arrangements based on business needs
The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.
Archway Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact us we will work with you to meet your needs.
Skills Required
- Intermediate skills in Microsoft Excel
- Proficiency with other Microsoft Office products
- Strong organizational skills and rigorous attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Strong written and verbal communication skills
- Ability to handle confidential and sensitive information in a compliance-driven environment
- Interest in financial technology, systems integrations, and process improvement
What We Do
Archway Group provides technology and outsourced services for family offices, private banks, wealth advisors, alternative asset managers, and other financial institutions. Its Archway Platform supports complex partnership and fund accounting, financial and investment reporting, data aggregation, payment and cash management, and expense workflows. Archway also supplies dedicated accountants, bookkeepers, and analysts to help clients manage sophisticated wealth structures and operational processes.
