Account Administration Specialist

Throughout our history, Eaton Vance has operated with one purpose: to serve our clients’ investment needs. We seek to provide investors with consistent performance, top-quality service and value-added strategies across a range of investment disciplines. In managing client portfolios, we continuously adhere to established investment disciplines and balance the pursuit of return with the careful management of portfolio risk.

• Provide critical business support for operational activities of Eaton Vance’s Account Administration Team. Primary responsibility is to maintain high service levels while improving and administrative infrastructure.
• Responsible for ensuring daily activities, including client transitions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner.
• Ensure compliance with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flags responsibilities.
• Facilitate the accurate and timely delivery of critical business information between all necessary parties
• Collaborate with Supervisor on re-engineering projects that will improve the efficiency of workflows and enhance client experience with account transitions.
• Acts as “Business Owner” of investment related data, sales activity reports, and daily account processing

• Bachelor’s degree.
• One to three years of operations and/or related experience
• Working knowledge of the financial services industry, investment products, and services
• Strong analytical, organizational, and communication skills
• Strong problem solving skills and ability to work with others implementing solutions
• Strong attention to detail with positive, enthusiastic attitude