Portfolio Adminstrator
Parcion Private Wealth
Bellevue, washington
Parcion Private Wealth is looking for a dynamic team member to help our firm
execute its promise to help clients reach their goals and aspirations. We are
seeking an experienced Portfolio Administrator to join our firm, working directly
with the Director of Investment Management. Our ideal candidate is a highly
motivated team player who exemplifies our firm's Core Values of Integrity,
Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a
critical role in the future success of a fast-growing Registered Investment Advisor
(RIA) and boutique virtual multi-family office.
At Parcion, we partner with business owners and their families to unlock the true
potential of their wealth. We show them how to care for the people they love for
generations. We help them get clear and think bigger about what's next. Keeping
more of what they've built for themselves, their family, and the causes they...