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Portfolio Administrator (Investment Services)
Job
Pancoast Staffing Services
Aspinwall, PA (In Person)
$107,500 Salary, Full-Time
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Job Description
Pittsburgh area investment services group is in need of a Portfolio Administrator.
Duties to include:
- Responding to and completing client service requests
- Scheduling and preparing materials for client and prospect meetings
- Gathering and organizing data for financial planning
- Documenting outcomes of meetings in CRM systems
- Completing forms for account opening and administration
- Assisting with the firm's quarterly reporting process
- Various implementation responsibilities related to investment policy compliance, cash management/money movement, charitable giving and gifting strategies and more
Requirements:
- 3+ years of experience in the investment advisory business
- Bachelor's degree
- Professional communication skills for collaboration with colleagues and clients
- Excellent organization, prioritization, and problem-solving skills
- Flexible attitude and ability to meet deadlines
- Experience with portfolio management systems and trading software, custodial client service platforms, and Client Relationship Management (CRM) software (Tamarac preferred but not required)
- Proficiency in MS Office 365
- Series 65 or Series 7 license with knowledge of investment advisory business including the fundamentals of portfolio management, investment taxation, and compliance principles