What are the responsibilities and job description for the Portfolio Administrator Specialist position at Voyager Wealth Management, LLC?
Job Description:
The Portfolio Administrator will be responsible for maintaining client investment accounts on our portfolio management system. This involves conducting trades, researching investment strategies, and providing support in navigating the financial market's complexities.
Our ideal candidate will have strong analytical skills and proficiency in finance and investments. A bachelor's degree in finance, economics, or a related field is required, with prior experience in wealth management or a related field being preferred.
The Portfolio Administrator will be responsible for maintaining client investment accounts on our portfolio management system. This involves conducting trades, researching investment strategies, and providing support in navigating the financial market's complexities.
Our ideal candidate will have strong analytical skills and proficiency in finance and investments. A bachelor's degree in finance, economics, or a related field is required, with prior experience in wealth management or a related field being preferred.