About this role
Portfolio Administrator at Coldstream Wealth Management. Location: Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai. Role: executing trades, providing research, supporting managers Requirements: Bachelor's in Economics/Finance required, Series 65 or willingness to obtain, 1+ years analyst experience at an RIA/asset manager, high Excel proficiency, familiarity with Tamarac, Bloomberg, Morningstar, and CRM systems. Category: Finance and Accounting Seniority: Entry Level Tools: Tamarac, Salesforce CRM, Bloomberg, Morningstar, Microsoft Excel Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English