Essential Functions Field incoming problems, research issues, initiate outbound calls and emails to resolve processing issues Fee based account administration Statement processing and administration Application support and administration New account set up and changes Order execution, settlement and reconciliation Transfer…
Company Description: Michael Lee Chin’s Portland Investment Counsel, is a wholly owned subsidiary of the global conglomerate Portland Holdings, is an asset management firm providing a differentiated approach to servicing the needs of the affluent investor. Leveraging its unique capabilities…
Scope The Chief Administrative Officer will operate our company’s discretionary managed account platform. The platform comprises of a burgeoning Separately Managed Account program as well as the Advisor Managed Retail program and Institutional Discretionary Account program. The Chief Administrative Officer…
Portland Investment Counsel Inc. (a wholly owned subsidiary of the global conglomerate Portland Holdings) is an asset management firm providing a differentiated approach to servicing the needs of the affluent investor. We are looking for a Senior Director, Sales and…