Trust Portfolio Administrator

Goshen, NY

Job Category: Accounting Job Number: CP8897072210 Pay Rate: 90000.00

Job Description

Portfolio Manager

Ideal candidate will be designing, implementing and maintaining client portfolios as it relates to trusts.

  • Series 66 or Series 65 (with 63 or 66), now or within 90 days of hire
  • 3+ years experience working with trust accounts in excess of $200m
  • Solid analytical experience and project management ability
  • Strong technical experience with proficiency in MS Office, **Excel and other related proprietary software.

Great full time opportunity with an established and extremely reputable financial organization.

Job Type: Full-time

Salary: $80,000.00 - $90,000.00 per year

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

  • Bachelor's (Preferred)
  • CFTA

  • MS Office: 5 years (Required)
  • Trust fund management: 3 years (Preferred)
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