Portfolio Trading Specialist Job at JFS Wealth Advisors

JFS Wealth Advisors Pennsylvania

Provide operational support to the trading team, as well as to the Investment Committee and Director of Investment Management. The primary responsibility of the position is assisting in the maintenance of client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing®, as well as other tasks performed in support of the firm’s investment services and asset management teams.

Portfolio Trading Specialist




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