| Type: | Full Time |
|---|
Responsible for ensuring that materials are prepared for account review meetings with clients.
Sets-up files on client accounts, orders reports, processes physical stock, bond certificates, completes DTC transfers, and works with portfolio managers on client requests.
Knowledge/Skills:
Knowledge of investment products, services, and terminology, usually obtained through on
the job training, are needed to prepare material for client meetings.
Analytical and organizational skills are needed to meet meeting deadlines and solve client or administrative problems.
Personal computer and system application skills are needed to prepare presentation materials.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Sets-up files on client accounts, orders reports, processes physical stock, bond certificates, completes DTC transfers, and works with portfolio managers on client requests.
Knowledge/Skills:
Knowledge of investment products, services, and terminology, usually obtained through on
the job training, are needed to prepare material for client meetings.
Analytical and organizational skills are needed to meet meeting deadlines and solve client or administrative problems.
Personal computer and system application skills are needed to prepare presentation materials.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
