Portfolio Administrator

posted:
Location
Bryan, Texas
Industry
Administrative & Support Services (Office and Administrative Support Occupations)
Job Type
Full-Time
Working Hours
8:00 AM - 5:00 PM
Salary
US$ 35,000 - US$ 45,000 per year
Ref. Number
S_57928
Contact
Saculla, Madison, Spherion
Phone
9798467833
Apply Now

Job Description

Spherion Staffing is recruiting for a Portfolio Administrator for a local financial planning company.

Responsibilities:
- Maintain client portfolios through regular review and rebalancing
- Ensure portfolio management system data accuracy and fidelity through routine reconciliation and updates
- Execute trades on behalf of clients, whether in bulk or as one-off trades
- Assist in the client onboarding process via new account openings, transfers, etc.

Working hours: 8:00 AM - 5:00 PM

Skills:
--Extreme level of detail
--Intuitive sense for numbers
--Coolness under pressure
--Superior conceptual and problem-solving skills
--Excellent communication skills

Education:
Bachelors

Experience:
1-4 years

Qualifications:
Bachelor's degree with at least one year of experience
Proficient in Microsoft Word and Excel


After completing an application, text JOB to 979-846-7833 or give us a call to get an interview scheduled!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Apply Now