Excellent full-time opportunity as an Associate of Portfolio Adminstration & Operations with a downtown Hartford Connecticut investment adviser/wealth management firm that offers a team approach to financial services such as securities portfolio investment management and financial planning.

Candidates should have the strong desire and the consistent ability to apply:

• good interpersonal skills in a team environment
• excellent attention to detail and organizational skills
• a client-first attitude and a professional demeanor
• consistency of attendance
• good basic math skills
• professional basic letter-writing skills
• proficiency using Microsoft Office software including: Outlook, Word, Excel, Powerpoint, Publisher (knowledge of Microsoft Access database software a significant plus).

We will provide any necessary training in the concepts of portfolio accounting and the use of portfolio accounting software such as Advent Axys.

The variety of responsibilities include "back office" and "middle office" functions relating to operations and the support of the portfolio management and business development functions, such as:

• direct client service contact
• account opening and documentation
• trade and transaction processing
• client cash flow tracking and processing
• data download, entry and reconciliation
• billing support
• report and presentation preparation
• spreadsheet creation and maintenance
• portfolio accounting.

Prior exposure to the financial services industry through work or education is a plus.

Candidate(s) being offered a position will be asked to submit to a background check.

Candidates are required to supply a resume and letter of application.