What the posting requires
- Required
- Cost basis
- Account reviews
- Portfolio audits
- Corporate actions
- Client reporting
- Portfolio Operations
- Reporting exceptions
- Reporting processes
- Client service
- Portfolio reporting
- Preferred
- Envestnet
- Orion Advisor Solutions
- Salesforce
- Microsoft Excel
- Microsoft Access
Preferred experience: 1+ yrs
These tags are our reading of the posting. They can miss something; the original posting is the reference.