Portfolio Administrator

Skillcloud HCM•Portland, ME

12h•Onsite

About The Position

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

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.
Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
Demonstrated accuracy and strong attention to detail.

Nice To Haves

Experience with Schwab or Fidelity software helpful.

Responsibilities

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.