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Randstad

Senior Portfolio Administrator

Reposted One Month Ago
Be an Early Applicant
In-Office
Los Angeles, CA, USA
Senior level
In-Office
Los Angeles, CA, USA
Senior level
Client-facing portfolio administrator responsible for front-office communication and custodial interactions, plus middle/back-office tasks: cashiering, account openings/closures, RMDs, billing, ACATs, cost basis, reconciliations, performance analysis, daily reporting, transaction tracking, and transfer agent coordination.
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Company Description

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!

Job Description

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.

HQ

Randstad Santa Monica, California, USA Office

Santa Monica, CA, United States

Randstad Los Angeles, California, USA Office

Los Angeles, United States

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