What are the responsibilities and job description for the Investment Portfolio Coordinator position at Confluence Financial Partners?
Responsibilities
The ideal candidate will possess strong analytical skills, excellent communication abilities, and a keen eye for detail. The successful candidate will be responsible for:
- Facilitating trade execution and maintaining accurate records of trade activities.
- Collaborating with the Chief Investment Officer and Wealth Managers to develop and implement effective investment strategies.
- Performing due diligence on current and prospective investments and investment strategies.
