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Portfolio Administrator

Expired Job

Accountemps San Francisco , CA 94111

Posted 3 months ago

Currently Seeking an Investment Associate to join an fast-paced and growing bank right in the Financial District of San Francisco. This Investment Associate will be working directly under the CEO helping manage and help with all highly-important information. The main responsibilities as this Investment Associate will be to conduct initial and annual investment reviews, prepare quarterly monitoring performance, identify exceptions through reviewing and ongoing monitoring cases, assisting with collections, coordinating with monthly trusts, auditing and more! If growing and advancing your skills, working with co-workers who you can create life long friends with, and love working in a collaborative environment, this opportunity is for you! If you are looking to step foot in the right direction with your career - please directly apply to


  • Excellent communication

  • Bachelor's Degree in Business, Economics, Accounting or related field

  • CPA or CFP Certified or currently pursuing

  • 3 years in Financial Services Experience

  • Exposure to Trust Laws

  • Strong Attention to Detail

  • Operational Due Diligence experience Again, please apply directly to with a copy of your resume in Word Format l

Employment Type: Temporary-to-full-time

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Portfolio Administrator

Expired Job