![KMA Human Resources Consulting](https://media.trabajo.org/img/noimg.jpg)
Portfolio Administrator
3 months ago
HeadInvest
Portfolio Administrator
Portland, Maine
We are working with our client, HeadInvest, in seeking a Portfolio Administrator, to be based in their downtown Portland, Maine office. HeadInvest is a fast-growing RIA helping institutions, individuals and families achieve their financial goals by building, managing and preserving their financial resources. 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.
Requirements of the Portfolio Administrator:
- Bachelor’s degree, or other formal education, or minimum of five 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.
- Certification relevant to the financial industry, banking or trust and estate administration preferred.
- Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
- Demonstrated accuracy and strong attention to detail.
- Strong proofreading and review skills
- Working knowledge of MS Office suite products, Black Diamond, AXYS, Assemblage, Adobe and other applicable software required for investment businesses to perform effectively and efficiently to meet client and compliance needs.
- Willingness and initiative to learn more about the business and industry trends, practices and topics related to job duties.
- Strong interpersonal skills.
- Ability to commute to Portland, Maine Monday through Friday.
Benefits of the Job:
- Annual pay in the range of $65,000 to $85,000
- Bonus and profit sharing
- Generous PTO
- Retirement plan with match
- Medical, Dental, Vision
- Health Savings Account
- Beautiful downtown Portland, ME location with paid garage parking
Responsibilities of the Portfolio Administrator:
- Work closely with the Portfolio/Relationship Managers, maintain primary responsibility for clients and their accounts that are assigned to individual, and provide client services to any other HeadInvest clients when needed.
- Accurately and efficiently perform, or oversee the completion of, client account administrative tasks such as cash needs and transfers, gifting, obtaining and forwarding tax information, statements and client account data, calculation of IRA client Required Minimum Distributions and trust income distributions.
- Open and close accounts efficiently by completing required account forms, obtaining the appropriate documents from clients and others as needed, and by working directly with the custodian representatives to complete the process.
- Work collaboratively with the Client Services Team to streamline processes, policies and procedures for obtaining, recording and maintaining client data and client onboarding, account opening, closing and administration, consistent with achieving HeadInvest’ s goal of providing exemplary client service.
- Assist with compliance duties as requested.
- Serve on committee(s) as requested.
HeadInvest is a fast-growing RIA helping institutions, individuals and families achieve their financial goals by building, managing and preserving their financial resources. HeadInvest is a fast-paced and entrepreneurial environment providing growth opportunities, a robust benefit package and competitive salary.
KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
HeadInvest is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
We have other current jobs related to this field that you can find below
-
Portfolio Administrator
1 month ago
Portland, United States KMA Human Resources Consulting Full timeHeadInvest Portfolio Administrator Portland, Maine HeadInvest is seeking a Portfolio Administrator , to be based in their downtown Portland, Maine office. HeadInvest is a fast-growing RIA helping institutions, individuals and families achieve their financial goals by building, managing and preserving their financial resources. This is a full-time, in-office...
-
Portfolio Administrator
3 weeks ago
Portland, United States KMA Human Resources Consulting Full timeHeadInvestPortfolio AdministratorPortland, MaineWe are working with our client HeadInvest in seeking a Portfolio Administrator, to be based in their downtown Portland, Maine office. HeadInvest is a fast-growing RIA helping institutions, individuals and families achieve their financial goals by building, managing and preserving their financial resources. This...
-
Portfolio Administrator
3 weeks ago
Portland, United States KMA Human Resources Consulting Full timeHeadInvestPortfolio AdministratorPortland, MaineWe are working with our client HeadInvest in seeking a Portfolio Administrator, to be based in their downtown Portland, Maine office. HeadInvest is a fast-growing RIA helping institutions, individuals and families achieve their financial goals by building, managing and preserving their financial resources. This...
-
Regional Portfolio Manager
3 months ago
Portland, United States The Management Group, Inc Full timeJob DescriptionJob DescriptionAre you a dynamic leader with a passion for driving success in property management? Do you thrive in collaborative environments and excel in client relations? If so, we have an exciting opportunity for you! At The Management Group, we're seeking a skilled Regional Portfolio Manager to oversee our diverse portfolio of...
-
Portfolio Manager Assistant
4 weeks ago
Portland, United States Commercial and Residential Management Group Full timeJob Type Full-time Description Commercial and Residential Management Group (CRMG) is seeking a Portfolio Manager Assistant to join the residential team! As a vital member of the team, the Portfolio Manager Assistant will provide support to one to two Portfolio Managers in the management of conventional properties. This role embodies our core company values...
-
Portfolio Manager Assistant
1 month ago
Portland, United States Commercial and Residential Management Group Full timeJob Type Full-time Description Commercial and Residential Management Group (CRMG) is seeking a Portfolio Manager Assistant to join the residential team! As a vital member of the team, the Portfolio Manager Assistant will provide support to one to two Portfolio Managers in the management of conventional properties. This role embodies our core company values...
-
Portfolio Manager Assistant
4 weeks ago
Portland, United States C&R Management Group LLC Full timeJob DescriptionJob DescriptionDescription:Commercial and Residential Management Group (CRMG) is seeking a Portfolio Manager Assistant to join the residential team! As a vital member of the team, the Portfolio Manager Assistant will provide support to one to two Portfolio Managers in the management of conventional properties. This role embodies our core...
-
Assistant Portfolio Manager
2 weeks ago
Portland, United States C&R Management Group LLC Full timeJob DescriptionJob DescriptionDescription:Commercial and Residential Management Group (CRMG) is seeking an Assistant Portfolio Manager to join the residential team! As a vital member of the team, the Assistant Portfolio Manager will provide support to one to two Portfolio Managers in the management of conventional properties. This role embodies our core...
-
Portfolio Manager Assistant
2 months ago
Portland, United States C&R Management Group LLC Full timeJob DescriptionJob DescriptionDescription:Commercial and Residential Management Group (CRMG) is seeking a Portfolio Manager Assistant to join the residential team! As a vital member of the team, the Portfolio Manager Assistant will provide support to one to two Portfolio Managers in the management of conventional properties. This role embodies our core...
-
Assistant Portfolio Manager
3 weeks ago
Portland, United States C&R Management Group LLC Full timeJob DescriptionJob DescriptionDescription:Commercial and Residential Management Group (CRMG) is seeking an Assistant Portfolio Manager to join the residential team! As a vital member of the team, the Assistant Portfolio Manager will provide support to one to two Portfolio Managers in the management of conventional properties. This role embodies our core...
-
Assistant Portfolio Manager
1 day ago
Portland, United States C&R Management Group LLC Full time $22 - $30Job DescriptionJob DescriptionDescription:Commercial and Residential Management Group (CRMG) is seeking an Assistant Portfolio Manager to join the affordable housing residential team! As a vital member of the team, the Assistant Portfolio Manager will provide support to three Portfolio Managers in the management of affordable housing properties. This role...
-
IT Portfolio Manager
2 months ago
Portland, United States State of Oregon Full timeJob Description: The Oregon Liquor and Cannabis Commission (OLCC) is recruiting for a permanent, full-time IT Portfolio Manager (Information Systems Specialist 8) in our Information Services Division.The IT Portfolio Manager is responsible for overseeing and coordinating the organization's IT portfolio of projects, ensuring that IT projects align with...
-
Administrative Assistant
1 week ago
Portland, United States Cambridge Real Estate Services Full timeJob DescriptionJob DescriptionCompensation $28-$33 per hourSummaryProvides high-level administrative support to various managers. This position is in-office, Monday - Friday, 40hrs per week. DutiesProvide support to Portfolio Supervisors for daily portfolio operationsRespond to emails and phone calls and elevate issues to Portfolio Supervisors, when...
-
Lease Administrator
3 weeks ago
Portland, United States InterDent Full timeInterDent is a well-established and growing organization supporting 2,100 employees and 170 dental offices across 8 western states under the brands including Gentle Dental, SmileKeepers, and Capitol Dental. At InterDent, our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients’ lives by...
-
Associate Donor Relations Officer NONPROFIT
3 weeks ago
Portland, United States Motus Recruiting And Staffing Full time*Associate Donor Relations Officer (Hybrid)**Oregon Community Foundation*_*Motus Recruiting and Staffing is proud to partner with the Oregon Community Foundation in its retained search for an Associate Donor Relations Officer!*_*OVERVIEW OF ASSOCIATE DONOR RELATIONS OFFICER ROLE*The Associate Donor Relations Officer (ADRO) supports branch administrative...
-
Client Relationship Associate
1 month ago
Portland, United States Kennison & Associates Full timeTake the next step in developing your career by joining one of New England's largest wealth management firms as a Client Relationship Associate (CRA). This hybrid role will be working closing with a Managing Director in the Portland, ME office. The job requires a Bachelor's degree in finance or business administration, 2+ years' experience in investment,...
-
.Net Applications Developer
4 weeks ago
Portland, United States ACS Professional Staffing Full timeOverview: ACS Professional Staffing is looking for an employee to work hybrid with our client. This .Net Applications Developer position will manage dashboards, resolve project work, and participate in meetings. This role will develop Virtual Agent and Employee Center/Service Portal, integrate ServiceNow with AWS, and administer PPM, ITOM, and CMDB....
-
.Net Applications Developer
4 weeks ago
Portland, United States ACS Professional Staffing Full timeOverview: ACS Professional Staffing is looking for an employee to work hybrid with our client. This .Net Applications Developer position will manage dashboards, resolve project work, and participate in meetings. This role will develop Virtual Agent and Employee Center/Service Portal, integrate ServiceNow with AWS, and administer PPM, ITOM, and CMDB....
-
.Net Applications Developer
3 weeks ago
Portland, United States ACS Professional Staffing Full timeOverview: ACS Professional Staffing is looking for an employee to work hybrid with our client. This .Net Applications Developer position will manage dashboards, resolve project work, and participate in meetings. This role will develop Virtual Agent and Employee Center/Service Portal, integrate ServiceNow with AWS, and administer PPM, ITOM, and CMDB....
-
Com'l Loan Admin III
1 month ago
Portland, United States TD Bank Group Full timeWork Location: Portland, Maine Hours: 40 Pay Details: $23.25 - $36.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's...