Details.
Livian & Co. is seeking a Client Service Administrator to support the head of operations and portfolio managers with the firm's day-to-day operations and client relationships. Responsibilities include preparing, presenting and discussing portfolio and administrative reports, servicing clients, loading and verifying trades, and running and maintaining the LivX digital advisory platform. The role requires an excellent client service orientation, strong attention to detail, organizational and time management skills, the ability to manage multiple tasks under tight time frames, Microsoft Office proficiency, analytical and research skills, strong communication skills, and a bachelor's degree in a finance-related field. Knowledge of Bloomberg Professional Services, financial markets and investment securities, and previous securities industry experience are helpful. Extensive training will be provided, with support for personal and professional growth including CFA and CFP development. Benefits include flexible work hours, health insurance and 401k options, in a casual, friendly, fast-paced and motivational work environment.