Portfolio Administrator

Greenwich, Connecticut
to $75K, DOE
Feb 21, 2018
Apr 22, 2018
Employer Type
Employment Type
Full Time

Greenwich boutique financial firm hiring a portfolio administrator. Will track investments, author client review letters, place stock trades on Fidelity system, and do office management to include light bookkeeping and be technically savvy to troubleshoot. Light compliance work assisting CPA. Very stable and conservative firm offers top benefits, potential bonus and long-term stability. Series 65 and Axys preferred, as well as Bachelor’s degree. $75k area. Good work life balance in respectful environment. Please email your resume directly to us in Word format at mbolger125@aol.com.

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