Investment Portfolio Coordinator

2 weeks ago


Dublin, Ohio, United States Creative Financial Staffing Full time

We are looking for a highly skilled Investment Portfolio Coordinator to assist with department reconciliations for our local investment company. This role offers a unique opportunity to work in a professional and friendly accounting team, contributing your expertise in financial records and Excel skills. Our office space and easy commute make it an ideal working environment.

About the Opportunity
  • Reconcile and identify discrepancies in financial records
  • Run monthly and quarterly investment reports and review them for accuracy
Key Responsibilities
  • Ensure client investment portfolios are reflected correctly in the system

The ideal candidate will have extensive experience with reconciliations, general accounting experience sufficient to complete tasks listed above, and intermediate Excel skills. The salary for this position is estimated at $70,000 - $90,000 per year, based on experience.



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