Portfolio Administrator
Company: BECK, MACK & OLIVER LLC
Location: New York
Posted on: February 25, 2021
|
|
Job Description:
The candidate should demonstrate maturity with 7+ years'
experience working at a financial services/investment advisory
firm.Position OverviewThe portfolio administrator is part of a team
of portfolio administrators supporting the Firm's portfolio
managers and directly interacting with and supporting
clients.Strong written and verbal communication skills are
required, as well as a thorough, organized approach to work and
excellent attention to detail.The portfolio administrator is
expected to develop excellent working relationships with the Firm's
clients.This role also includes producing quarterly and/or monthly
client reporting.CompetenciesAccount Management - Knowledge of
investment account management practices, tasks, and tools and
ability to provide services and support to clients.Accuracy and
Attention to Detail - Understanding of the necessity and value of
accuracy and attention to detail; ability to process information
with high levels of accuracy.Prioritize multiple tasks and
deadlines, escalate issues as necessary.Ability to work
independently and in a team environment.Proven success solving
problems and meeting deadlinesProactive, ability to take ownership
of day to day responsibilitiesWorking knowledge of investment
adviser regulations, policies and procedures.Working knowledge of
portfolio management systems/ CRMs (Advent Axys, Moxy experience a
plus).Bachelor's degree required.-The workplace is collegial and
characterized by job tenures measured in decades.Competitive pay
package, generous benefits - including vacation, health and dental
insurance, and profit sharing.
Keywords: BECK, MACK & OLIVER LLC, New York , Portfolio Administrator, Other , New York, New York
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Other JobsSecurity Team Member Description: Job Description 300 HIRING BONUS - 100 will be paid with first check 200 Company: GardaWorld Location: Manorville Posted on: 02/28/2021 Spanish Private Tutoring Jobs Bohemia Description: CompanyWe are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide If you have free time and want to share your knowledge, (more...) Company: superprof Location: Bohemia Posted on: 02/28/2021 Senior Inspection Supervisor Description: COVID-19 Hiring Update: Strengthening our workforce is more important than ever to meet our customers' mission-critical needs. L3Harris is continuing to hire talented people to join our team, and we are (more...) Company: Harris Geospatial Solutions Location: Hauppauge Posted on: 02/28/2021 Lot Associate Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor Company: The Home Depot Location: Centereach Posted on: 02/28/2021 Weekend Warriors needed in our Packaging Facility. 12 Hour Shifts 2 or 3 days per week Description: Company Description br br The Nature's Bounty Co. is now The Bountiful Company br br The Bountiful Company is a global leader in health and wellness, living at the intersection of science and (more...) Company: The Bountiful Company Location: Holbrook Posted on: 02/28/2021 Guitar Private Tutoring Jobs Bohemia Description: CompanyWe are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide If you have free time and want to share your knowledge, (more...) Company: superprof Location: Bohemia Posted on: 02/28/2021 Security Team Member Description: 300 HIRING BONUS - 100 will be paid with first check 200 will be paid at completion of 90 days as long as the employee is in good standing with the company JOB SNAPSHOT - HIRING IMMEDIATELY (more...) Company: GardaWorld Location: Mastic Beach Posted on: 02/28/2021 Teaching Assistant (NYSL1 DDITA-Children's Day Services) Description: OverviewDevelopmental Disabilities Institute, DDI, is one of the largest providers of care to children and adults with Autism, developmental disabilities and other special needs. DDI has been a part of (more...) Company: Developmental Disabilities Institute Location: Smithtown Posted on: 02/28/2021 Mathematics Private Tutoring Jobs Bohemia Description: CompanyWe are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide If you have free time and want to share your knowledge, (more...) Company: superprof Location: Bohemia Posted on: 02/28/2021 Trigonometry Private Tutoring Jobs Bohemia Description: CompanyWe are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide If you have free time and want to share your knowledge, (more...) Company: superprof Location: Bohemia Posted on: 02/28/2021 |