Typical duties out of this position would include:
- Manage Portfolio Software to make sure that accurate reporting of transactions, account set-up, billing, reporting, trading, and general maintenance.
- Work with the investment cusodian.
-Work with administrative staff on new accounts, maintenance, and account requests.
-Work alongside the Director of Compliance to make sure that procedures and filings are timely and all reporting and changes are performed.
- Work with investment advisors and assist clients with requests.
- Help with the maintenance of the system with the computer consultant.
Associated topics: cultivate, inventory, lawn, plant management, production management, prune, scanner, ship, transplant, watering