Portfolio Administrator (Investment Services)
Job Description
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
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