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Portfolio Administrator

Company: Ironwood Wealth Management, LLC.
Location: Chandler
Posted on: June 24, 2022

Job Description:

Job SummaryThe Portfolio Administrator is responsible for set up and maintenance of client accounts; compilation and completion of client, custodian and firm paperwork; review and maintenance of client transactions and activity; and execution of client and firm tasks such as asset transfers, prepara

Keywords: Ironwood Wealth Management, LLC., Chandler , Portfolio Administrator, Other , Chandler, Arizona

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