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.