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- BS/BA or Associate's Degree with two years related experience. One year as an FA/PA/AC III. Good organizational skills, deadline and detail oriented, ability to communicate effectively, and strong...
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No one has provided
feedback on this job.
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- BS/BA or Associate's Degree with two years related experience. One year as an FA/PA/AC III. Good organizational skills, deadline and detail oriented, ability to communicate effectively and strong...
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No one has provided
feedback on this job.
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- Maintain daily accounting controls and ensure that all client requests are handled in a timely fashion. Assist Account Manager with special projects and train new employees. Must possess good...
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No one has provided
feedback on this job.
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Responsible for responding to the largest most complex service issues and inquiries, solving non-routine problems, and ensuring client satisfaction with products and service . May serve as a...
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No one has provided
feedback on this job.
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- Responsibilities include assisting the Account Manager in maintaining daily controls and ensuring that procedures are completed for a group of mutual funds. Candidates must have complete working...
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No one has provided
feedback on this job.
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- Responsibilities include assisting the Account Manager in maintaining daily controls and ensuring that procedures are completed for a group of mutual funds. Candidates must have complete working...
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No one has provided
feedback on this job.
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- Responsibilities include assisting a group of 3-4 Portfolio Administrators in daily work flow, reviewing daily fund packages, processing cash sweeps, failed trade research with client, and more....
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No one has provided
feedback on this job.
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Responsible for responding to the largest most complex service issues and inquiries, solving non-routine problems, and ensuring client satisfaction with products and service . May serve as a...
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No one has provided
feedback on this job.
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- The responsibilities for this position are to prepare the funds' monthly reporting and audit packages for presentation to multiple clients and audit firms with a high degree of accuracy and detail....
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No one has provided
feedback on this job.
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- Under the direction of the Account Manager, monitors, reviews, and performs daily maintenance of funds with a high degree of complexity, requiring demonstrated skills, a broad level of attained...
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No one has provided
feedback on this job.
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