New Accounts Analyst

Brinker Capital, a premier provider of money management programs through investment advisors, seeks to add an enthusiastic, motivated, New Accounts Analyst to their New Accounts Department.

 

Responsibilities include running compliance checks on all new accounts in company systems, opening new accounts in system, setting up representative information in FRS and APL, updating accounts in FRS and APL, processing address changes for clients and representatives in all applicable systems, processing manager changes, portfolio rebalances, custodian changes and registration changes, processing broker/dealer changes, and assisting in quarterly checks and balances.

 

Position requires a minimum Associates Degree in Business or related field, or equivalent business experience.  Knowledge of computer software systems; detail oriented; excellent keyboard skills.

 

We offer a comprehensive salary and benefits package.

 

EOE M/F/D/V

 

NO PHONE SOLICITATIONS WILL BE ACCEPTED.