Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Skillcloudhcm via Lever
HeadInvest
Portfolio Administrator
Portland, ME
HeadInvest is seeking a Portfolio Administrator, to join their team in downtown Portland, Maine! This is a full-time, in-office position that plays an essential role in providing direct client services and works closely with portfolio managers and the client services team. The ideal candidate is a client-driven professional with industry experience that values a team approach and collaborative style and will ensure that HeadInvest’ s clients receive prompt, courteous and professional service.
Requirements of the Licensed Portfolio Administrator::
Bachelor’s degree, or other formal education, or minimum of 10 years of experience in lieu, in a financial service-related field.
A minimum of five years of proven successful client service experience in a financial service-related field.
Working knowledge of MS Office suite products, Black Diamond, WealthBox, Adobe and other applicable software required. Experience with Schwab or Fidelity software helpful.
Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
Demonstrated accuracy and strong attention to detail.
Benefits of the Job::
Generous PTO
Retirement plan with match
Medical, Dental, Vision
HSA
Beautiful downtown Portland, ME location with paid garage parking
Salary range $60,000 - $70,000
Responsibilities of the Licensed Portfolio Administrator::
Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to other HeadInvest clients as needed.
Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.
Collaborate with the Client Services Team to improve processes and ensure accurate client onboarding and account management.
Support compliance activities as assigned.
HeadInvest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.
Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
HeadInvest is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Source: Skillcloudhcm careers (Lever)