Interim Allocation Administrator (Project)

Our client in the financial services industry is looking for an Interim Allocation Administrator to join their team in Los Angeles County


Job Description:

  • Assist in allocating invoices amongst the investing entities
  • Perform quarterly preparation of research vendor allocation matrices
  • Interact with individuals outside the group to obtain clarity on transactions and invoices
  • Prepare bank account transfers and wires
  • Assist in opening, closing and tracking bank accounts



  • Experience in the financial services, real estate or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting or related field and a minimum of 5 years’ relevant experience

Ref #24303

Dora DangInterim Allocation Administrator (Project)