Senior Portfolio Administrator

High Level PA Duties Front Office/Client Facing Phone Duties Communicating with PMs 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 Bachelors 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 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. 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!