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Village Wealth Advisors

Westlake Village, California

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Portfolio Administrator
OverviewThe Portfolio Administrator plays a crucial role in the financial services sector, focusing on the management and oversight of investment portfolios. This position requires a strong understanding of portfolio management systems, portfolio trading and investment research. The ideal candidate will be responsible for ensuring compliance with regulatory reporting requirements while providing exceptional service to clients and stakeholders. Duties Manage and oversee investment accounts, ensuring accurate reporting and compliance with regulatory standards. Collaborate with investment managers to develop and implement portfolio strategies that align with client objectives. Conduct thorough analysis of financi


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