PortfolioCenter & Tamarac RIA Operations Support - Job Description
Our growing firm is a back office outsource service provider of Operations, IT and Compliance services to Registered Investment Advisor firms. We provide a unique growth opportunity for investment operations professionals to expand their knowledge, experience, and skill set in a challenging environment. We are specifically seeking individuals with Portfolio Management software experiences such as: Envestnet Tamarac and/or Envestnet PortfolioCenter.
PRIMARY DUTIES AND RESPONSIBILITIES:
- Portfolio management stewardship: Envestnet Tamarac and/or Envestnet PortfolioCenter
- Daily account share & cost basis reconciliation review
- Corporate Action review
- Account set-up and maintenance
- Performance reporting
- Billing calculations & reporting
- Maintain written procedures
- Project support
- Client interaction/Client servicing
SKILLS AND ABILITIES:
- Microsoft Office software proficiency
- Must have excellent composition and verbal communication skills.
- Must excel in an independent working environment as well as work successfully within a team.
- Must work well under pressure and tight deadlines.
- Excellent logical reasoning
- Must have reliable and dependable with a good work ethic
- Must have strong attention to detail
- Must have excellent organization skills
- Must have good people skills with a great customer service attitude
- Positive attitude, motivated and friendly
Experience with the below software types a plus:
- Portfolio Management ( Orion Advisors, Advent Axys, APX, Black Diamond)
- Rebalancing Software
- CRM
- ConnectWise Manage
Salary DOE.
Please submit:
- Cover letter including salary expectations
- Resume
- A list of software experience
Job Type: Full-time
Job Types: Part-time, Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Experience:
- PortfolioCenter: 1 year (Required)
- Tamarac: 1 year (Preferred)
Language:
Shift availability:
Work Location: Multiple locations