Trust Portfolio Administrator

Goshen, NY

Job Category: Accounting Job Number: CP8897072210 Pay Rate: $90000.00 / year

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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About Goshen, NY

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!