Would you like to be part of a team that values motivation, autonomy and personal growth? Spherion VT is recruiting for an Assistant Portfolio Administrator to work with a financial management firm in South Burlington. You will have the opportunity to provide client service, operational support, compliance assistance, and monitor platform trading in a client-focused, collegial, and collaborative culture.
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Responsibilities:
- Client Service: perform general client service work flow support, including greeting visiting clients and guests, answering and routing incoming phone calls, and responding to client requests for information.
- Operational Support:??support all operational aspects of a growing Registered Investment Advisor (RIA), including custodial paperwork (account openings & updates, etc.), money movements, tax document requests, data management, on-going maintenance of client accounts, and ad-hoc projects.
- Platform Trading: monitor daily transactions and place routine trades.
- Compliance: assist Compliance Manager with data-collection, reporting and record-keeping requirements.
Working hours: 9:00 AM - 5:00 PM
Skills:
- Professional experience within the investment advisory business strongly preferred.
Education:
Associate
Experience:
1-4 years
Qualifications:
- Education: College Degree (BA/BS)
- Industry Experience/Credentials:??Have or willingness to attain Series 65 Securities License.
- Technical Skills:??Proficiency with Microsoft Suite (Word, Excel, PowerPoint, etc.). Familiarity with custodial platforms such as Fidelity???s Wealthscape and Schwab???s Advisor Center a bonus.
- Detail-Oriented:??Highly organized, proactive, quick learner, flexible, with strong attention to detail.
- Autonomy:??Ability to function as a "self-starter," think and work autonomously, manage/prioritize time effectively, and coordinate tasks and responsibilities with minimal supervision.
- Positive Attitude:??Maintain a professional appearance, a positive friendly attitude, and a sense of humor.
Apply today for immediate consideration.
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).