What are the responsibilities and job description for the Investment Administrator position at Austin Wealth Management?
Overview
The primary function of this role is to directly support the Senior Investment Operations Specialist and Senior Portfolio Management in all facets of investment operations and portfolio management.
Detailed Job Functions
Trading
Support the daily trade blotter and executing transactions :
- Model assignments
- Cash management
- Rebalancing
- Tax optimizing trades
- Dollar-cost-averaging programs
- Tax-loss-harvesting
Operations
Support all areas of investment operations :
Proposal & Report Generation
Coordinating with advisors to create investment proposals :
Support Senior Portfolio Manager in investment committee due diligence :
Account Audits
Coordinating with Senior Investment Operations Specialist a quarterly review of all client accounts with advisors :
Skill Requirements