Portfolio Administrator

Newton, MA | Contract

Post Date: 01/08/2018 Job ID: 80232 Specialty: Accounting & Finance

Our client in Newton, MA is seeking a Portfolio Administrator  to join their team on a contract basis. In this role, you will help with basic portfolio administrator duties such as, filling out contracts for new account openings. Apply today!

Requirements for the Portfolio Administrator:
  • Experience with Fidelity contracts preferred
  • Advent Axys experience preferred
  • Technology savvy with knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship    

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