Careers
PortfolioCenter® Operations Associate – Part-time or full-time (work from home)
Opportunity for expert PortfolioCenter® user with fast-growing, Financial IT and Operations
Management Company -- Opportunity for long term career in IT and financial operations.
Founded on a commitment to support the constant evolution of financial advisor's technology
and back office efficiency through an open architecture model, AllBackoffice Consulting (ABC),
is the leading open SAAS technology provider for the Independent financial advisory
marketplace.
The ideal candidate will be very proficient in PortfolioCenter®, a fast learner, able to execute
administrative processes quickly with few or no errors, and is looking for a long-term opportunity
to contribute to a great team!
Responsibilities:
Early start - Download, post, and reconcile data on a daily basis in PortfolioCenter software
application.
Coordinate with custodian/internal teams to resolve daily and one-off PortfolioCenter issues
Support AllBackoffice Technology Consultants during billing and performance reporting cycles
1/6
Careers
to deliver invoicing and performance report packages to clients
Support client needs related to PortfolioCenter requirements for appropriate solution
recommendations.
Provide services in compliance with client policies and procedures
Work with internal team to develop more efficient processes and consistent best practice
policies
Contribute to the long term growth strategy over time
Qualifications:
Deep Experience with use of PortfolioCenter®
Pursuing or completed 2 or 4 year college degree (financial, accounting, math focus preferred)
Expertise and skill-set with internet based technology
2/6
Careers
Exceptional attention to detail and meeting deadlines
Must work well in a team environment and present a professional demeanor
Excellent communication skills, both written and verbal.
Strong math skills
Standard MS server/desktop administration, MS Windows, MS Office, and web-based work
knowledge.
Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.
Type 60 words per minute.
By joining our team in this role, you have the opportunity to grow your career in the areas of IT,
accounting and finance!
3/6
Careers
Compensation: Negotiable
Email your resume to [email protected]
Data Operations Associate – Part-time or full-time (Raleigh NC)
Entry Level Opportunity with fast-growing, Financial IT and Operations Management Company
-- Opportunity for long term career in IT and financial operations.
Founded on a commitment to support the constant evolution of financial advisor's technology
and back office efficiency through an open architecture model, AllBackoffice Consulting (ABC),
is the leading open SAAS technology provider for the Independent financial advisory
marketplace.
The ideal candidate will be a fast learner, be able to execute administrative processes quickly
with few or no errors, and is looking for a long-term opportunity to contribute to a great team!
Responsibilities:
Download, post, and reconcile data on a daily basis in PortfolioCenter software application.
4/6
Careers
Coordinate with custodian/internal teams to resolve daily and one-off PortfolioCenter issues
Support AllBackoffice Technology Consultants during billing and performance reporting cycles
to deliver invoicing and performance report packages to clients
Support client needs related to PortfolioCenter requirements for appropriate solution
recommendations.
Provide services in compliance with client policies and procedures
Work with internal team to develop more efficient processes and consistent best practice
policies
Contribute to the long term growth strategy over time
Qualifications:
Pursuing or completed 2 or 4 year college degree (financial, accounting, math focus preferred)
Expertise and skill-set with internet based technology
Exceptional attention to detail and meeting deadlines
5/6
Careers
Must work well in a team environment and present a professional demeanor as well as
independently
Excellent communication skills, both written and verbal and math skills
Standard MS server/desktop administration, MS Windows, MS Office, and web-based work
knowledge.
Must be flexible, reliable, trustworthy, and absolutely confidential with all matters.
Type 60 words per minute.
Compensation: Negotiable
Email your resume to [email protected]
By joining our team in this role, you have the opportunity to grow your career in the areas of IT,
accounting and finance!
6/6