Sentences with phrase «portfolios on a single account»

Not exact matches

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Let's start with the simplest input file that contains just two transactions in a hypothetical investment portfolio: a deposit of cash into the investment account and a purchase of a single mutual fund, both on the same date.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Take and prioritize service orders and handle each order in an efficient and timely manner Examine and diagnose problems with air conditioning and heating units for single family homes and perform any necessary maintenance or repairs Interact on a regular basis with Leasing Agents, Maintenance Manager, Portfolio Manager and residents Repair and replace any kitchen appliances that are property of Tricon; to include refrigerators, stoves, washers, dryers, dishwashers and microwaves Perform minor to moderate - level plumbing repairs, to include; toilets, sinks and bathtubs Repair and replace light fixtures, switches, outlets and perform other minor electrical work Repair locks and make other miscellaneous repairs on assigned properties Paint properties Prepare recently vacated properties for new tenants Perform other miscellaneous duties as assigned QUALIFICATIONS: Prior Maintenance experience required Prior customer service experience required Excellent verbal and written communication skills required Ability to work well using mobile office electronic tools and have basic accounting and math skills Knowledge of Yardi preferred Skilled in heating and air conditioning unit repair and maintenance Skilled in repair and maintenance of household appliances, plumbing, and lighting fixtures Ability to work on - call and overtime hours as needed REQUIREMENTS: High school diploma or GED 2 - 4 years of prior multi / single family experience Must have professional communication skills, both verbal and written Must be able to work in environmentally and physically challenging working conditions Must be able to lift objects weighing 50 lbs or more regularly Licensed driver with insured vehicle Have own hand tools