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Randstad

Senior Portfolio Administrator

Los Angeles, CA, us · On-site · Full-time

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About the role

Excel
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! High 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 Bachelor'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 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.