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PortfolioCenter® Operations Associate – Part-time or full-time (work from home)

Opportunity for expert PortfolioCenter® user with fast-growing, Financial IT and Operations Management Company -- Opportunity for long term career in IT and financial operations.

Founded on a commitment to support the constant evolution of financial advisor's technology and back office efficiency through an open architecture model, AllBackoffice Consulting (ABC), is the leading open SAAS technology provider for the Independent financial advisory marketplace.

The ideal candidate will be very proficient in PortfolioCenter®, a fast learner, able to execute administrative processes quickly with few or no errors, and is looking for a long-term opportunity to contribute to a great team!

Responsibilities:

Early start - Download, post, and reconcile data on a daily basis in PortfolioCenter software application.

Coordinate with custodian/internal teams to resolve daily and one-off PortfolioCenter issues

Support AllBackoffice Technology Consultants during billing and performance reporting cycles to deliver invoicing and performance report packages to clients

Support client needs related to PortfolioCenter requirements for appropriate solution recommendations.

Provide services in compliance with client policies and procedures

Work with internal team to develop more efficient processes and consistent best practice policies

Contribute to the long term growth strategy over time

Qualifications:

Deep Experience with use of PortfolioCenter®

Pursuing or completed 2 or 4 year college degree (financial, accounting, math focus preferred)

Expertise and skill-set with internet based technology

Exceptional attention to detail and meeting deadlines

Must work well in a team environment and present a professional demeanor

Excellent communication skills, both written and verbal.

Strong math skills

Standard MS server/desktop administration, MS Windows, MS Office, and web-based work knowledge.

Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.

Type 60 words per minute.

By joining our team in this role, you have the opportunity to grow your career in the areas of IT, accounting and finance!

Compensation: Negotiable

Email your resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

Data Operations Associate – Part-time or full-time (Raleigh NC)

Entry Level Opportunity with fast-growing, Financial IT and Operations Management Company -- Opportunity for long term career in IT and financial operations.

Founded on a commitment to support the constant evolution of financial advisor's technology and back office efficiency through an open architecture model, AllBackoffice Consulting (ABC), is the leading open SAAS technology provider for the Independent financial advisory marketplace.

The ideal candidate will be a fast learner, be able to execute administrative processes quickly with few or no errors, and is looking for a long-term opportunity to contribute to a great team!

Responsibilities:

Download, post, and reconcile data on a daily basis in PortfolioCenter software application.

Coordinate with custodian/internal teams to resolve daily and one-off PortfolioCenter issues

Support AllBackoffice Technology Consultants during billing and performance reporting cycles to deliver invoicing and performance report packages to clients

Support client needs related to PortfolioCenter requirements for appropriate solution recommendations.

Provide services in compliance with client policies and procedures

Work with internal team to develop more efficient processes and consistent best practice policies

Contribute to the long term growth strategy over time

Qualifications:

Pursuing or completed 2 or 4 year college degree (financial, accounting, math focus preferred)

Expertise and skill-set with internet based technology

Exceptional attention to detail and meeting deadlines

Must work well in a team environment and present a professional demeanor as well as independently

Excellent communication skills, both written and verbal and math skills

Standard MS server/desktop administration, MS Windows, MS Office, and web-based work knowledge.

Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.

Type 60 words per minute.

Compensation: Negotiable

Email your resume to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

By joining our team in this role, you have the opportunity to grow your career in the areas of IT, accounting and finance!