Portfolio Administrator
3 weeks ago
Job Summary The Portfolio Administrator is responsible for the setup and maintenance of client accounts, completion of client, custodian, and firm paperwork, and review and maintenance of client transactions. This role also involves executing client and firm tasks such as asset transfers, report preparation, and general support of portfolio and investment strategies. This position serves as a pathway to further your career in the financial industry, whether your goal is to become a Wealth Advisor or an Analyst. Duties and Responsibilities The Portfolio Administrator can expect to focus in the following areas: Daily maintenance, recordkeeping, and reconciliation of portfolio transactions Monthly checklists including compliance and operations tasks essential to firm operations Set up new client and additional client accounts. Assist client in completing firm and custodian paperwork as needed Compile account paperwork for client meetings and reviews Execute asset transfers efficiently Provide support to the investment team as needed Manage billing and accounts receivable Assist with Regulatory Filings and audits Qualifications The Portfolio Administrator position typically requires the following qualifications: At least 1 years' experience in the financial services industry Bachelor’s degree from an accredited university Proficiency in Word, Excel, Outlook and CRM software Familiarity with Schwab and Fidelity platforms Strong analytical skills Organized, detail-oriented, able to multitask Client first attitude with strong interpersonal skills Good written and verbal communication skills Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Salary and Benefits Pay/benefits are competitive based on industry standards. Salary will be based on experience $50-$70k Bonus – up to 12% of salary depending on performance Benefits include 100% premium coverage for employees who are active and participate on the company health plan, 401(k) retirement plan with employer contributions, HSA with annual employer contribution as well as dental, vision, and disability through Ironwood’s payroll company, and paid parental leave Paid time off and 11 paid holidays Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities Ironwood Wealth Management LLC., is an Equal Opportunity Employer About Us Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans, portfolio management and tax planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.
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Portfolio Administrator
2 months ago
Chandler, United States Ironwood Wealth Management, LLC. Full timeJob SummaryThe Portfolio Administrator is responsible for the setup and maintenance of client accounts, completion of client, custodian, and firm paperwork, and review and maintenance of client transactions. This role also involves executing client and firm tasks such as asset transfers, report preparation, and general support of portfolio and investment...
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Linux System Administrator
4 weeks ago
Chandler, United States Wipro Full timeAbout Wipro:Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. We leverage our holistic portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies to help...
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Linux System Administrator
4 weeks ago
Chandler, United States Wipro Full timeAbout Wipro:Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. We leverage our holistic portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies to help...
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Site Services Administrator Assistant
3 months ago
Chandler, United States Renesas Electronics Full timeJob Description To provide general administrative and site services in a variety of areas and oversee certain projects as requested. This position will support our sites in Chandler and Tempe, AZ. This is an onsite position at the Chandler site on Monday, Wednesday, and Friday, and on site at the Tempe site on Tuesday’s and Thursday’s, subject to...
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Wealth Management Advisor
4 days ago
Chandler, Arizona, United States Heartland Financial USA, Inc. Full timeAbout the RoleAt Heartland Financial USA, Inc., we are seeking a highly skilled and experienced Wealth Advisor to join our team. As a trusted advisor to high net worth clients and businesses, you will play a critical role in building and growing wealth management relationships.Key ResponsibilitiesClient Acquisition and RetentionAcquire, expand, and retain...
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Retirement Benefits Manager
1 month ago
Chandler, United States Vensure Employer Services Full timeJob DescriptionJob DescriptionPosition SummaryThe Retirement Benefits Manager position will support the VP of Retirement Benefits in managing a team of Retirement Benefit Specialists and help provide administrative support to several 401(k) Multiple Employer Plans (MEP) and client sponsored plans. In this role, you will be involved in multiple aspects of the...
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401k Benefits Manager
1 week ago
chandler, United States Vensure Employer Solutions Full timeAbout UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over...
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401k Benefits Manager
1 week ago
chandler, United States Vensure Employer Solutions Full timeAbout UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over...
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401k Benefits Manager
3 weeks ago
Chandler, United States Vensure Employer Solutions Full timeAbout UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over...
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401k Benefits Manager
3 weeks ago
Chandler, United States Vensure Employer Solutions Full timeAbout UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over...
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Site Services Coordinator
4 days ago
Chandler, Arizona, United States Renesas Electronics Full timeJob Summary:We are seeking a highly organized and detail-oriented Site Services Coordinator to provide administrative and site services support to our facilities in Chandler and Tempe, AZ. This is an onsite position that requires a can-do attitude, excellent communication skills, and the ability to work independently with minimal supervision.Key...
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Site Services Coordinator
1 week ago
Chandler, Arizona, United States Renesas Electronics Full timeJob SummaryWe are seeking a highly organized and detail-oriented Site Services Coordinator to provide administrative and site services support to our facilities in Chandler and Tempe, AZ. This is an onsite position that requires a can-do attitude, excellent communication skills, and the ability to work independently with minimal supervision.Key...
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Senior Linux Operations Engineer
1 week ago
Chandler, Arizona, United States Wipro Full timeAbout Wipro:Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a prominent technology services and consulting firm dedicated to crafting innovative solutions that meet clients' intricate digital transformation requirements. Our extensive portfolio encompasses consulting, design, engineering, operations, and emerging technologies, empowering clients to...
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Benefit Account Manager
1 month ago
Chandler, United States Vensure Employer Services Full timeJob DescriptionJob DescriptionAbout UsVensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over...
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Treasury Associate
4 weeks ago
Chandler, United States Vensure Employer Services Full timeJob DescriptionJob DescriptionAbout UsFounded in 2004, Vensure Employer Services provides PEO solutions and human resource outsourcing to small and mid-market businesses across the country. Through its subsidiaries, including VensureHR, the company processes more than $19 Billion in payroll and supporting more than 874,770 worksite employees. With services...
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Treasury Associate
2 weeks ago
Chandler, United States Vensure Employer Services Full timeJob DescriptionJob DescriptionAbout UsFounded in 2004, Vensure Employer Services provides PEO solutions and human resource outsourcing to small and mid-market businesses across the country. Through its subsidiaries, including VensureHR, the company processes more than $19 Billion in payroll and supporting more than 874,770 worksite employees. With services...
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Payroll Operations Manager
1 week ago
Chandler, Arizona, United States Vensure Employer Services Full timeJob DescriptionJob Summary:Vensure Employer Solutions is seeking a highly skilled Payroll Supervisor to join our team. As a Payroll Supervisor, you will be responsible for managing the daily activities of the payroll department, including processing payroll, training new hires, problem resolution, and suggesting best practices on department procedures.Key...
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Senior Software Engineer
2 weeks ago
Chandler, Arizona, United States Wells Fargo Full timeAbout the Position:The Enterprise Functions Technology (EFT) division is dedicated to delivering technological solutions and support across various business lines, including Risk, Audit, Finance, Marketing, Human Resources, Corporate Properties, and Stakeholder Relations. Moreover, EFT is committed to providing innovative technology solutions for Wells Fargo...
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Commercial Insurance Sales Executive
2 weeks ago
Chandler, Arizona, United States Capital Direct Insurance Services Full timeJob OverviewPosition: Commercial Insurance Sales ExecutiveCompany: Capital Direct Insurance ServicesAbout Us:Capital Direct Insurance Services is a prominent independent insurance agency dedicated to providing exceptional commercial insurance solutions. We are in search of a driven and skilled Commercial Insurance Sales Executive to join our dynamic team and...
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Commercial Insurance Producer
1 month ago
Chandler, United States Oaktree Funding Full timeJob DescriptionJob DescriptionJob Description: Commercial Insurance ProducerPosition: Commercial Insurance ProducerLocation: Chandler, AZ (In Office Opportunity)Company: Capital Direct Insurance ServicesAbout Us:Capital Direct Insurance Services is a leading independent insurance agency seeking a motivated and experienced Commercial Insurance Producer. Join...