Portfolio Administrator
Aspiriant
- Experience
- 5+ yrs
- Location
- Austin, Texas, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Black Diamond
- Salesforce
About the role
Bachelor's degree or equivalent experience in business, accounting, finance, economics, or related field; 5+ years client service experience; proficiency in Word and Excel; excellent communication and organizational skills.
About Aspiriant
Independent, employee-owned wealth management firm serving families with comprehensive wealth planning and investment management.
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