Interested in finding more jobs in Bethlehem, PA? Click Here to create a Climber profile today!
Park Avenue Securities Ria Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
Daily Duties at Park Avenue Securities Ria:
Responsible for the reconciliation of Advisory accounts transactions, positions and activities from the third party custodian (Fidelity) to the Advent Axys Portfolio Management system Responsible for data management used in account performance reporting communications to Advisors and clients Interact with Advisors and clients to help them to better understand the Advent Axys Quarterly Performance Reporting Expert in Advent processes and procedures Created scripts that runs daily work and generates reports for monthly and quarterly reporting for the Advisory program Conducted training for staff on Advent processes and procedures
What they like about Park Avenue Securities Ria:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Tags
Lehigh Valley, PA, performance reporting, portfolio management, attention to detail, train new staff, data entry
Skills
Information about Park Avenue Securities Ria
Company Rank: Not Available
Average length of employment : 12 years
Average salary of employees: $15,000
These are some of the questions we asked our climbers about their experiences with Park Avenue Securities Ria:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
|
| Were you recognized for meeting or exceeding expectations? | 0.0 |
|
| Did you feel like your personal contribution was important? | 0.0 |
|
| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Park Avenue Securities Ria had these interests:
| Websites | |
|---|---|
| James Warnke LinkedIn http://www.linkedin.com/pub/james-warnke/15/634/4bb/ |
