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Portfolio Manager
Ideal candidate will be designing, implementing and maintaining client portfolios as it relates to trusts.
REQUIRED
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
Benefits:
Education:
Experience:
Trust Portfolio Administrator
Goshen, NY US
Job Description
Portfolio Manager
Ideal candidate will be designing, implementing and maintaining client portfolios as it relates to trusts.
REQUIRED
- 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
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Preferred)
- CFTA
Experience:
- MS Office: 5 years (Required)
- Trust fund management: 3 years (Preferred)
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Explore exciting job opportunities in the vibrant area around Goshen, New York, where career growth and enchanting charm converge! Nestled in the picturesque Hudson Valley, Goshen boasts a rich history, quaint boutiques, farm-to-table dining, and renowned art galleries like Orange County Arts Council and Harness Racing Museum & Hall of Fame. With nearby attractions like the stunning Sterling Forest State Park and the iconic Woodbury Common Premium Outlets, working in Goshen offers a perfect balance of career fulfillment and leisure. Don't miss out on the chance to be part of this dynamic community – start your job search today!