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Portfolio Administrator Private Asset Management

Company: Premier Global Independent Asset Management Firm
Location: Westchester New York
Category: Administrative Clerical

Job Description:
To work as a Portfolio Administrator supporting the client servicing efforts of fellow Portfolio Administrators and Portfolio Managers. Responsibilities: Assist with the opening of new accounts handle check and wire requisitions reconciliation of bank statements and work with various client reports. Handle group wide projects for a portfolio management team's accounts such as reorganizations and class actions. Participate in team effort with regard to handling client requests acting as a liaison between the portfolio management team's clients and other departments around (See More)
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