Account Administration Specialist

Eaton Vance Boston , MA 02298

Posted 2 months ago

By joining Eaton Vance, you'll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

General Description

Provide critical business support for operational activities of Parametric's Account Administration Team. Primary responsibility is to maintain high service levels while improving the administrative infrastructure.

Primary Responsibilities

  • Responsible for ensuring daily activities, including client transitions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner

  • Ensure compliance with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flags responsibilities

  • Facilitate the accurate and timely delivery of critical business information between all necessary parties

  • Collaborate with Supervisor on re-engineering projects that will improve the efficiency of workflows and enhance client experience with account transitions

  • Acts as "Business Owner" of investment related data, sales activity reports, and daily account processing

Job Requirements

  • Bachelor's degree

  • 1 to 3 years of operations and/or related experience

  • Working knowledge of the financial services industry, investment products, and services

  • Strong analytical, organizational, and communication skills

  • Strong problem solving skills and ability to work with others implementing solutions

  • Strong attention to detail with positive, enthusiastic attitude

This policy applies to Eaton Vance Corp. and all subsidiary companies (the "Company").

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

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Account Administration Specialist

Eaton Vance