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Client Service to $70,000bonus GREAT BENEFITS, HALF WORK FROM HOME

Company: Portfolio Placements & Resumes, LLC
Location: Portland
Posted on: May 13, 2022

Job Description:

Job Description My client is looking to hire a full-time Client Service/Portfolio Administrator to join our growing team in THE Brunswick, Freeport, Portland, Maine area If you are a self-motivated professional with a customer service mindset in the investment world, then this SALARIED position is for you This position is half work from home, half in the office. IN ORDER TO BE CONSIDERED YOU MUST HAVE EXPERIENCE WORKING FOR AN INVESTMENT FIRM, BANK, BROKERAGE FRIM, FINANCIAL ADVISOR OR RIA in a client service role NOT AS A FINANCIAL ADVISOR Your responsibilities Given the nature of the work, the administrative team plays an integral role in the success of our firm, and the work we do for our clients. The Portfolio Administrator role serves as our clients--- communication point person. In addition, they act as liaison between our clients and other professionals, including attorneys, accountants, and custodians. The Portfolio Administrator performs a wide variety of high-priority tasks including the preparation of client materials such as financial plans, contracts, and custodial paperwork. They are also responsible for processing required minimum distributions, consolidating accounts, security cost basis work, and preparing statistical charts and other financial analyses. This position also supports the Portfolio Manager in all aspects of the client relationship, including attending and participating in client meetings. Your skills Bachelor---s degree in finance or business administration preferred Minimum of 2-3 years of prior work experience in the investment, stock brokerage, bank trust or portfolio management profession is desired Strong analytical skills, ability, and desire to work with numerical detail and related problem-solving The ability to manage tight time frames and perform multiple and competing tasks efficiently and independently Professional, friendly demeanor with client-first mindset Excellent interpersonal, relationship building and communication skills Strong organizational and time management skills Strong attention to detail and problem-solving skills Microsoft Office experience and the ability to learn various portfolio management software applications. Accustomed to working in a collaborative work culture Any experience using a portfolio systems or platforms like Prudential, Morgan Stanley, LPL, Raymond James, Edward Jones, Schwab, TDAmeritrade, Advent Axys, Moxy, APX, PortfolioOne is a big plus YOU MUST BE A US Citizen Company Description Executive recruiter servicing the I-95 Corridor from Boston to NYC through to Washington DC

Keywords: Portfolio Placements & Resumes, LLC, Portland , Client Service to $70,000bonus GREAT BENEFITS, HALF WORK FROM HOME, Other , Portland, Maine

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