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Account AdministratorBack

Date Posted:5/3/2005
Location:Quincy, Massachusetts
DivisionWealth Manager Services
Position #:HNW05065
Job Type:Full Time
Description - Candidate will work with account manager on SEI system to process trade settlements, receipt and delivery of cash and securities, and maintenance of static account information. Research & correct errors for assigned accounts, and provide reporting for team as requested including re-printing reports from panagon system. Must be detail oriented, enjoy working in a team-oriented, time-sensitive environment, and have the ability to prioritize multiple tasks and relationships. Bachelor degree with at least one year of financial services experience or equivalent. Strong written and verbal communication skills are a plus, as well as a background in customer service.

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