skillcloudhcm Verified 34h ago
Portfolio Administrator
Portland, Maine On-site
$60,000–$70,000 a yearPay$60,000–$70,000
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
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.
What you'll bring
- 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.
- Experience with Schwab or Fidelity software helpful.
Benefits
Paid Time OffRetirement Plan