BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
6582-299

Job Type:
Permanent

Title:
Portfolio Administrator (6582-299)

Location:
Seattle

Description:
A registered investment advisor catering to Institutional and High-Net-Worth
clients is looking for a Portfolio Administrator.

RESPONSIBILITIES:
Administrator will work with firms Advisors to manage accounts of the firms
high net worth clients
Performance reporting
Production of client reports
Balancing/reconciling/reallocating of accounts
Special projects as assigned

REQUIREMENTS:
2+ years experience in financial services or related field
A college degree is desired
Proficiency with Microsoft Office Suite
Experience with Tamarac Advisor View and/or Advisor Rebalancing
Exceptional client service mindset and attention to detail
Good organization and administrative skills
Self-starter, though a team player attitude is essential


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer

Contact:
matt@bcius.com