Confidential Wealth Management Portfolio Administrator in Bellevue, Washington

A Seattle area wealth management firm is expanding its operations team by adding a portfolio accounting specialist. This position requires the ability to work in a fast paced environment with a high level of accuracy, attention to detail and awareness of client servicing needs. Responsibilities include downloads, posting and reconciling of trades; portfolio accounting system maintenance and updating; accessing custodian interfaces; portfolio performance troubleshooting, and data validation. Qualifications include: Bachelor’s degree, proficiency with portfolio account administration, operational procedures and performance analysis; candidate should have a minimum of 2-5 years relatable experience in a financial services environment and be knowledgeable of a wide range of investment security types, client account types and custodian platforms. Proficient skills in Microsoft Excel, trade rebalancing systems and client relationship management (CRM) systems preferred. For confidential consideration, please apply at: