Client-Facing Portfolio Administrator & Ops Analyst

Randstad; Los Angeles (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive Salary

Beautiful work environment

Job summary

A prestigious investment advisory firm in West Los Angeles seeks a Portfolio Administrator/Client Service Associate to support client needs and manage account operations. This role involves significant interaction with clients, and requires strong technical skills, especially in Excel and Advent Axys, as well as excellent communication skills. Candidates with a Bachelor's degree in Business or Finance and 3-5 years of relevant experience are encouraged to apply. This is a great opportunity within a dynamic team culture.

Qualifications

• 3 to 5 years of related experience with client exposure.
• Strong technical skills in Excel and Advent Axys.
• Excellent communication and presentation skills.

Responsibilities

• Assist clients with front office duties and communications.
• Handle cashiering, account management, and daily reporting.
• Support in performance analysis and transaction tracking.

Skills

Client communication

Technical skills in Excel

Presentation skills

Education

Bachelor's degree in Business, Finance, or related

Tools

Advent Axys

Job description

A prestigious investment advisory firm in West Los Angeles seeks a Portfolio Administrator/Client Service Associate to support client needs and manage account operations. This role involves significant interaction with clients, and requires strong technical skills, especially in Excel and Advent Axys, as well as excellent communication skills. Candidates with a Bachelor's degree in Business or Finance and 3-5 years of relevant experience are encouraged to apply. This is a great opportunity within a dynamic team culture.