Portfolio Administrator

2 months ago

Union, United States HR Elements LLC Full time
Who is Meyer Capital Management (MCM)?

Meyer Capital Management (MCM) is seeking a full-time Portfolio Administrator to join our team. If you enjoy supporting others to help ensure productive operations and delighted customers, then we would love to talk with you.
This Portfolio Administrator opportunity involves a diverse mix of administrative tasks, operations support, and client-facing communication. Responsible for initial client communication, this professional responds to client requests and interacts regularly with clients by phone and email. This team member also provides critical administrative support to our internal investment team to help ensure efficient, high quality and productive operations.

Mission, Vision, and Values of MCM:

We are thorough and original in our thinking and actions, ensuring high-quality service and results. We believe that only win-win relationships are desirable and sustainable in the long term. We continuously increase our standards through constant innovation and refinement of our technique. We exclude all considerations other than the needs and best interests of our clients. We avoid conflicts of interest and never compromise our ethical business practices.
Trust, Integrity, and Reliability - the core principles that serve as the bedrock of everything we do.

What we offer:

Join a team that makes a positive impact in the lives of private clients through the effective management of their personal financial assets. This is both an honor and a responsibility that we take very seriously, and we approach each client with custom solutions and services unique to them. Your support will directly help our team and clients flourish as we continue down the path of a growth-oriented business strategy. We work hard but also realize that you have a life outside of work, so we support that balance.
  • Competitive total rewards package
  • Health and related insurance
  • Profit-sharing 401K
  • PTO
  • Small and supportive team-based environment
  • As a growing firm, every role has a valuable impact on high-level, strategic company goals
  • Ongoing performance management feedback and individualized incentive plans
  • Daily morning huddles
  • Active involvement in the local community
About being a Portfolio Administrator at MCM:

Position Summary:
  • Provide comprehensive account administration, including opening, transferring and cashiering
  • Generate critical-path internal reports by compiling and organizing data from multiple internal and external sources
  • Represent MCM as the first point of contact for incoming telephone and web-based inquiries
  • Maintain databases for investment portfolio and client relationship management (CRM) systems
  • Prepare client deliverables, including quarterly report materials and meeting presentation exhibits using Excel, Word, and internal portfolio management software
  • Support relationships with external parties such as suppliers, accountants, et al. through routine interaction and special projects
  • Manage/purchase office supplies and equipment

Job Highlights:
  • Client Service
  • Account Administration
  • Investment Team Support
  • Vendor Relations
  • Special Projects as assigned

Competencies:
  • Meticulous attention to detail
  • Ability to adapt quickly in a continually changing financial services environment
  • Comfort using multiple technology platforms simultaneously
  • Time management aptitude
  • Strong communication skills
  • Service-oriented values and mindset
  • Supportive team player and stellar colleague
  • Strong commitment to excellence in the areas of MCM's Core Competencies: Communication, Quality, Engagement, Innovation, Integrity

Requirements:
  • Bachelor's degree in business, communications, or related field
  • 2 or more years of relevant professional work experience

Schedule:
  • Onsite Monday-Friday 9-5
  • Reports to the Director of Portfolio Administration

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