From: Tony Pietrzak
Date: Tue, Feb 3, 2015 at 9:58 PM
Subject: Executive Assistant – Registered Investment Advisor// Chicago
To: d.b.greenfield@gmail.com
Hello,
I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Executive Assistant – Registered Investment Advisor (972-001-111)
Location: Chicago
Compensation: Commensurate with experience + benefits
Summary/Responsibilities:
Assist Portfolio Manager with the day-to-day administration and maintenance of portfolio accounts
New account set-up, account maintenance, billing and client support
Communicate externally with clients, custodial banks/brokers, accountants, attorneys, and internally with all departments to insure client reporting is accurate and timely
Handle client inquiries, requests and communication as directed by Portfolio Manager and in accordance with established procedures
Requirements:
10+ years administrative experience preferably in the investment/financial industry
Expertise in Microsoft Office 2010, Outlook, and Advent portfolio accounting software; APX/AXYS preferred
Excellent client service focus and organizational skills required
If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.
Thank you,
Tony Pietrzak
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x104
tony@brokerageconsultants.com
www.brokerageconsultants.com
Date: Tue, Feb 3, 2015 at 9:58 PM
Subject: Executive Assistant – Registered Investment Advisor// Chicago
To: d.b.greenfield@gmail.com
Hello,
I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Executive Assistant – Registered Investment Advisor (972-001-111)
Location: Chicago
Compensation: Commensurate with experience + benefits
Summary/Responsibilities:
Assist Portfolio Manager with the day-to-day administration and maintenance of portfolio accounts
New account set-up, account maintenance, billing and client support
Communicate externally with clients, custodial banks/brokers, accountants, attorneys, and internally with all departments to insure client reporting is accurate and timely
Handle client inquiries, requests and communication as directed by Portfolio Manager and in accordance with established procedures
Requirements:
10+ years administrative experience preferably in the investment/financial industry
Expertise in Microsoft Office 2010, Outlook, and Advent portfolio accounting software; APX/AXYS preferred
Excellent client service focus and organizational skills required
If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.
Thank you,
Tony Pietrzak
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x104
tony@brokerageconsultants.com
www.brokerageconsultants.com
1 comment:
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