Senior Portfolio Administrator
AI Summary
A Senior Portfolio Administrator supports investment advisors by handling client-facing tasks such as phone communication, account opening/closing, cash transactions, billing, reconciliations, and performance reporting.
About this role
Senior Portfolio Administrator
Prestigious investment advisory firm in West Los Angeles is seeking a Portfolio Administrator/Client Service Associate to join their team. This is a great opportunity to join a growing team in a beautiful work environment!
High Level PA Duties
Front Office/Client Facing
Phone Duties
Communicating with PM's
Dealing with Custodians
Client Emails
Middle to Back Office
Cashiering
Opening Accounts
Closing Accounts
RMDs
Billing/Partials
ACATs
Cost Basis
DoD
Reconciliation
Performance Analysis
Daily Reporting
Transaction Tracking
Transfer Agent - Stock Certs/Escheatment, etc
Qualifications
Bachelor's degree in Business, Finance, or a related discipline preferred, not required
At least 3 to 5 years of related experience with client exposure
Strong technical skills in Excel and Advent Axys
Excellent communication and presentation skills
Additional Information
Please attached your resume and 213-289-5953 - Thank you, Abby Tannenbaum
Competitive Salary and Compensation
All your information will be kept confidential according to EEO guidelines.
Skills
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