Portfolio Administrator for High Net Worth Clients
Bellwether Investment Management Inc.
Job Description
Take on a pivotal role as a Portfolio Administrator at Bellwether, specializing in High Net Worth client services. This hybrid position allows you to manage vital client account operations effectively.
Working closely with Portfolio Managers and a dedicated team, you will handle client inquiries, facilitate account management, and ensure compliance with AML procedures. Your client-focused approach and attention to detail are fundamental in providing top-notch support and maintaining excellence in client relations.
Key Responsibilities:
• Manage relationships with clients and custodians
• Facilitate account opening and transaction monitoring
• Support marketing activities with event coordination
• Maintain accurate client databases and documentation
• Conduct monthly reconciliations of client accounts
Requirements:
• Proficient in Microsoft Office and accounting software
• Understanding of AML practices ben...
Working closely with Portfolio Managers and a dedicated team, you will handle client inquiries, facilitate account management, and ensure compliance with AML procedures. Your client-focused approach and attention to detail are fundamental in providing top-notch support and maintaining excellence in client relations.
Key Responsibilities:
• Manage relationships with clients and custodians
• Facilitate account opening and transaction monitoring
• Support marketing activities with event coordination
• Maintain accurate client databases and documentation
• Conduct monthly reconciliations of client accounts
Requirements:
• Proficient in Microsoft Office and accounting software
• Understanding of AML practices ben...