Portfolio Administrator

We currently have an opening for a Portfolio Administrator. All employees who would like more information about this opportunity, or who would like to apply for this position, should e-mail Heather Kubas, Chief Operating Officer, [email protected].

Otherwise, if you know someone who may be interested in the position, please encourage him or her to fill out an application.

Summary:
This individual will work closely with all staff members, including those in operations, client service and portfolio management, to assist in the day-to-day management of the firm’s accounts and relationships. This position is required to maintain a high degree of confidentiality with respect to client and company information.

Experience and Skills

Qualifications/Requirements:
* Bachelor’s degree
* 2+ years of industry experience preferred.
* Ability to work independently in a fast-paced, deadline-oriented envi...