Portfolio Administrator
3 weeks 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.
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Portfolio Administrator
1 month 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...
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Portfolio Administrator
1 month 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...
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Portfolio Manager
4 days ago
Portland, Oregon, United States Hacienda CDC Full timeJob DescriptionHacienda CDC, a leading community development corporation, is seeking a skilled Portfolio Manager to join our Real Estate Development & Management Team. As a key member of our team, you will play a crucial role in ensuring the success of our affordable housing portfolio.Key Responsibilities:Portfolio Oversight: Monitor and manage our...
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Portfolio Strategist
3 days ago
Portland, Maine, United States Phoenix Ventures Full timeAbout the RoleWe are seeking a highly skilled Portfolio Strategist to join our team at Phoenix Ventures. As a key member of our energy trading department, you will play a critical role in shaping our company's energy procurement strategy.Key ResponsibilitiesMarket Analysis and Portfolio Management: Monitor and analyze the German energy market to identify...
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Executive Director
1 week ago
Portland, Maine, United States Trivest Portfolio Partners Full timeJob DescriptionTrivest Portfolio Partners is seeking an experienced Executive Director to lead the administrative and operational functions of our healthcare portfolio companies. The ideal candidate will have a strong background in healthcare administration, preferably in orthopedics and surgical settings, and will demonstrate exceptional leadership...
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Client Portfolio Specialist
2 weeks ago
Portland, Maine, United States KMA Human Resources Consulting Full timePosition Overview:KMA Human Resources Consulting is currently seeking a Client Portfolio Specialist to join a dynamic team. This role is essential in delivering exceptional client services and collaborating closely with portfolio managers and the client services department.About the Company:We are a rapidly expanding Registered Investment Advisor (RIA)...
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Executive Director
1 week ago
Portland, Maine, United States Trivest Portfolio Partners Full timeJob SummaryTrivest Portfolio Partners is seeking an experienced Executive Director to lead the administrative and operational functions of our orthopedic practice. The ideal candidate will have a strong background in healthcare administration, preferably in orthopedics and ambulatory surgery settings, and demonstrate exceptional leadership capabilities.Key...
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Assistant Portfolio Manager
1 month 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...
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Assistant Portfolio Manager
3 weeks 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...
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Assistant Portfolio Manager
3 weeks 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...
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Assistant Portfolio Manager
2 weeks 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...
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Administrative Coordinator
6 days ago
Portland, Oregon, United States Cambridge Real Estate Services Full timeJob SummaryCambridge Real Estate Services is seeking a highly skilled Administrative Assistant to provide top-notch support to our management team. As a key member of our team, you will be responsible for a wide range of administrative tasks, including providing support for daily portfolio operations, responding to inquiries, and coordinating various...
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IT Portfolio Manager
3 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...
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Administrative Assistant
4 weeks 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...
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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...
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Commercial Banking Portfolio Supervisor
2 weeks ago
Portland, Oregon, United States WaFd Bank Full timeSalary Range:Min: USD $85,000.00/Yr.Max: USD $135,000.00/Yr.Position Overview:A Commercial Portfolio Manager (CPM) plays a pivotal role in overseeing established commercial banking relationships. This includes the sale and assessment of both credit and non-credit financial products available within the commercial banking sector. While sourcing new business...
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Executive Administrative Assistant
3 days ago
Portland, Oregon, United States Cambridge Real Estate Services Full timeJob SummaryWe are seeking a highly skilled and experienced Executive Administrative Assistant to provide high-level administrative support to our executive team and departments. This is a full-time, in-office position, Monday through Friday, 40 hours per week.Key ResponsibilitiesProvide administrative support to Portfolio Supervisors for daily portfolio...
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Real Estate Administrative Support
6 days ago
Portland, Oregon, United States Cambridge Real Estate Services Full timeJob SummaryCambridge Real Estate Services is seeking a highly skilled Administrative Assistant to provide top-notch support to our management team. As a key member of our team, you will be responsible for a wide range of administrative tasks, including providing support for daily portfolio operations, responding to inquiries, and coordinating various...
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Executive Administrative Coordinator
2 weeks ago
Portland, Oregon, United States Cambridge Real Estate Services Full timeJob OverviewCompensation: $28-$33 per hourPosition SummaryThis role entails providing comprehensive administrative assistance to various managerial staff. The position requires in-office attendance from Monday to Friday, totaling 40 hours per week.Key ResponsibilitiesAssist Portfolio Supervisors with daily operational tasks related to portfolio...
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Executive Administrative Assistant
5 days ago
Portland, United States Cambridge Real Estate Services Full timeJob DescriptionJob DescriptionCompensation $28-$33 per hourSummaryProvides high-level administrative support to various executives and departments. 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...