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 DescriptionHigh 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
QualificationsBachelor'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 InformationPlease 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.
Skills Required
- At least 3 to 5 years of related experience with client exposure
- Strong technical skills in Excel
- Experience with Advent Axys
- Excellent communication and presentation skills
- Bachelor's degree in Business, Finance, or related discipline
What We Do
Randstad is a global leader in the HR services industry and a Dutch multinational human resource consulting firm. Founded in 1960 and headquartered in Diemen, Netherlands, it provides outsourcing, staffing, consulting, and workforce solutions. The company connects job seekers with employers across various sectors, including finance, technology, healthcare, and manufacturing, helping people secure rewarding jobs and stay relevant in the ever-changing world of work.
