More than 6 months –
10-30 hrs/week –
Daily, Monthly, and Quarterly reporting into Schwab PortfolioCenter and possible other third party accounting systems.
Individual needs to have knowledge of Investments
Individual needs to have working accounting knowledge
Ideal candidate will have experience with Schwab PortfolioCenter Posting process as described by the link below.
If individual does not have specific Schwab PC posting experience, a willingness to learn and a diligent work ethic is a must!
Ability to ...