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Post Advisory Group, Llc Work Values

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Daily Duties at Post Advisory Group, Llc:

? Monitored trading activity, trade support, cash and security movement, settlements, and compliance. ? Managed middle office group of 5 employees and initiated all operational activities from front to back office. ? Worked directly with CEO to allocate trades, initiate cash flows, and resolve trade discrepancies. ? Liaison between traders, portfolio managers, fund accountants and clients. ? Reconciled and tracked customer performance on client funds including derivatives, equities, fixed income, and private placement securities. ? Prepared ad hoc reports and initiated projects as directed by portfolio managers, marketing, and traders. ? Transitioned client data base in Advent Axys to Princeton Access Management.


What they like about Post Advisory Group, Llc:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.


Tags

investment


Information about Post Advisory Group, Llc


Company Rank: 4.0 out of 5

Average length of employment : 0 years

Average salary of employees: $75,000

These are some of the questions we asked our climbers about their experiences with Post Advisory Group, Llc:

05|
Were your performance expectations clearly communicated?

5.0

Were you recognized for meeting or exceeding expectations?

4.0

Did you feel like your personal contribution was important?

4.0

Was your career path clearly outlined and discussed?

2.0


03|
I would recommend this as a place of employment.
3.0
I believe in the purpose of this organization.
3.0
I would work for this organization again.
3.0
I feel employees are fairly compensated.
2.0




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