Portfolio Administrator
We’re partnering with a growing investment management firm in Portland, Maine that is looking to add an experienced Portfolio Administrator to its team.
This is a full-time, in-office opportunity for someone who enjoys working directly with clients while partnering closely with Portfolio Managers, Relationship Managers, and Client Services professionals.
What you’ll be doing:
• Manage day-to-day administrative needs for high-net-worth and institutional client accounts
• Support account openings, closings, transfers, gifting, tax information, RMDs, and trust distributions
• Work directly with custodians and clients to ensure accounts are opened and maintained accurately
• Assist with trading-related requests involving equities, bonds, benchmarking, and complex account maintenance
• Support daily reconciliations, fund accounting, reporting, and account queries
• Assist with compliance-related responsibilities and process improvements
• Serve as a key point of contact to ensure clients receive exceptional service
Qualifications:
What we’re looking for:
• 5+ years of financial services client service/operations experience
• Bachelor’s degree or equivalent relevant experience
• Strong attention to detail and organizational skills
• Ability to work independently while contributing to a collaborative team
• Experience with investment account administration and client servicing
• Trust, estate, banking, or investment-related certifications are a plus
Compensation
$65,000.00-$75,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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