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USD
90000.00
YEAR
true
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
2023-02-24
2023-04-23
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.
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)