Portfolio Administrator – $60K-$70K

Our client is Northern New England’s largest wealth management firm and is seeking a Portfolio Administrator to join their team!  Their offices are in Portland, ME and Portsmouth, NH.  The Portfolio Administrator will interact with all departments and be accountable in providing client/portfolio manager support; developing positive business relationships; participate in client meetings/presentations; experience with financial planning, contracts performance reports, etc.; establishing/maintaining client accounts, quarterly reports, fee statements, etc.; and working on other projects as needed.  Interested candidates must have a Bachelor’s degree in Finance, Business Administration or related field; 2+ years experience with investment, stock brokerage, bank trust or portfolio management; strong analytical skills; strong computer skills including portfolio management and reporting software (also Advent and MoneyGuide Pro is a plus); and the ability to manage tight time frames.  This role is a great next step in your career and can be hybrid (3 days in/2 days remote).  Apply today!

Job Code: 16529

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.