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Portfolio Administrator (6582-299)
A registered investment advisor catering to Institutional and High-Net-Worth
clients is looking for a Portfolio Administrator.
Administrator will work with firms Advisors to manage accounts of the firms
high net worth clients
Production of client reports
Balancing/reconciling/reallocating of accounts
Special projects as assigned
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
Alternative Investments // Asset Management // Banking // Broker Dealer