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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, fertilize, forklift, fork lift, inventory, manage, management, plant, prune, scanner