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    1 job found in Bryan, Texas

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      • Bryan, Texas
      • Permanent
      • $24.00 - $28.00 per hour
      • 8:00 AM - 5:00 PM
      We are looking for a Portfolio Administrator for a local financial planning company in the Bryan-College Station area. The ideal person is very professional and personable with strong attention to detail.Responsibilities:Maintain client portfolios through regular review and rebalancingEnsure portfolio management system data accuracy and fidelity through routine reconciliation and updatesExecute trades on behalf of clients, whether in bulk or as one-off tradesAssist in the client onboarding process via new account openings, transfers, etc.Maintain a very clean and organized work environmentWorking hours: 8:00 AM - 5:00 PMSkills:Extreme level of detailIntuitive sense for numbersCoolness under pressureSuperior conceptual and problem-solving skillsExcellent communication skillsEducation:BachelorsExperience:1-4 yearsQualifications:Bachelor's degree with at least one year of experienceProficient in Microsoft Word and ExcelAn interested in investments Apply nowSpherion 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.
      We are looking for a Portfolio Administrator for a local financial planning company in the Bryan-College Station area. The ideal person is very professional and personable with strong attention to detail.Responsibilities:Maintain client portfolios through regular review and rebalancingEnsure portfolio management system data accuracy and fidelity through routine reconciliation and updatesExecute trades on behalf of clients, whether in bulk or as one-off tradesAssist in the client onboarding process via new account openings, transfers, etc.Maintain a very clean and organized work environmentWorking hours: 8:00 AM - 5:00 PMSkills:Extreme level of detailIntuitive sense for numbersCoolness under pressureSuperior conceptual and problem-solving skillsExcellent communication skillsEducation:BachelorsExperience:1-4 yearsQualifications:Bachelor's degree with at least one year of experienceProficient in Microsoft Word and ExcelAn interested in investments Apply nowSpherion 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.

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