Investment Portfolio Administrator

5 days ago


Miami, Florida, United States Coastal Wealth Full time
About the Job

We are looking for an Investment Administrator to handle day-to-day activities regarding client accounts at Coastal Wealth.

You will be part of a team that conducts client account reviews and field calls during random economic/market events.

In this role, you will utilize software programs to automate tasks and collaborate with the parent office investment team as needed.

Your key responsibilities will include analyzing and optimizing portfolios, tracking retirement contributions, and communicating with the service team.

You will need to have a solid understanding of financial concepts and services, as well as proficiency in math and tax knowledge.

A Series 7 and Series 66 certification is highly desirable, and relocation is required prior to commencing work.

What We Offer:

  • Competitive estimated salary: $54,000 - $70,000 per year
  • Ongoing training and support to ensure success in your role
  • A collaborative and dynamic work environment


  • Miami, Florida, United States Coastal Wealth Full time

    About the Position:We are seeking a highly skilled investment administrator to join our team at Coastal Wealth. In this role, you will be responsible for managing client accounts, analyzing portfolio performance, and optimizing investment strategies. Our ideal candidate has strong analytical skills, a solid understanding of financial markets, and excellent...

  • Investment Advisor

    7 days ago


    Miami, Florida, United States Banco de Credito e Inversiones Full time

    About Banco de Credito e InversionesBanco de Credito e Inversiones (BCI) provides financial services to individuals and corporations. As a global leader in innovation and personalized client experience, BCI is recognized as one of the best companies in which to work and develop a career.Job Summary:The Investment Counselor is responsible for providing...


  • Miami, Florida, United States A-CAP Services LLC Full time

    An investment management associate supports the management, execution, and monitoring of complex investments for A-CAP Services LLC. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities.Job ResponsibilitiesThe Investment Management Associate will work closely with the Head of SICM and senior deal...


  • Miami, Florida, United States A-CAP Services LLC Full time

    A strategic investments analyst supports the management, execution, and monitoring of complex investments for A-CAP Services LLC. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities.Company OverviewA-CAP Services LLC is a leading asset manager that invests in structured securities, including...


  • Miami, Florida, United States Pacifica Continental Full time

    Pacific Continental seeks a highly motivated and experienced Head of Wealth Management to lead our wealth management division.We offer a competitive compensation package, estimated to be in the range of $120,000 - $180,000 per year, depending on experience and qualifications.About the Role:The successful candidate will be responsible for managing existing...


  • Miami, Florida, United States A-CAP Services LLC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Portfolio Management & Operations Analyst to join our Strategic Investments & Capital Markets (SICM) group within the Asset Management Department of A-CAP Services LLC.This role will support the management, operations, and execution of complex investments, spanning strategic investments...


  • Miami, Florida, United States Career Rockstars Full time

    We are seeking a highly skilled VP Investments to join our team and contribute to our success. As a key member of our investment team, you will be responsible for identifying and evaluating investment opportunities, leading deal processes, and overseeing portfolio company integration.About the RoleThis is a unique opportunity to work with a PE firm that...


  • Miami, Florida, United States Avior Executive Search Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team in The Caribbean & Miami. As a key member of our sales team, you will be responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investment-related...


  • Miami, Florida, United States AJC Invests Full time

    OverviewAJC Invests, a Family Office based in Brickell, seeks an experienced Real Estate Portfolio Manager to oversee the management of our $75M portfolio. The ideal candidate will possess excellent accounting skills, problem-solving abilities, and strong leadership qualities.


  • North Miami Beach, Florida, United States IDB Full time

    Company OverviewIDB Bank has been a leader in the financial industry for over 70 years, dedicated to providing exceptional service and support to our clients. Our commitment to putting our clients' needs first has enabled us to build a strong reputation as a trusted partner in wealth management.SalaryWe offer a competitive salary of $120,000 - $180,000 per...


  • Miami, Florida, United States Hut 8 Full time

    Job DescriptionHut 8 is seeking a highly skilled Director – Portfolio Management to lead the strategic management and optimization of its AI and Bitcoin mining data centers and power assets.ResponsibilitiesDevelop and execute strategies that maximize the performance, efficiency, and profitability of Hut 8's assets across their lifecycle.Manage financial...


  • Miami, Florida, United States Career Rockstars Full time

    Key ResponsibilitiesThe successful candidate for this VP Investments role will be responsible for driving strategic expansion through deal sourcing and leadership, as well as executing deal processes from inception to closure. This includes identifying high-potential investment opportunities and developing a deep understanding of the target company's sector...


  • Miami, Florida, United States Hut 8 Full time

    The Director – Portfolio Management at Hut 8 oversees the strategic management and optimization of our AI and Bitcoin mining data centers and power assets. As a seasoned professional in asset management, you will develop and execute strategies to enhance the value of Hut 8's digital mining, AI data centers, and energy portfolios. Your expertise in...


  • Miami, Florida, United States AJC Invests Full time

    Job OverviewAJC Invests is a Family Office that self-manages a $75M real estate portfolio, with its main office located in Brickell. Our company has over 25 years of experience throughout the Miami Dade area and focuses on buying and managing properties effectively.


  • Miami, Florida, United States AJC Invests Full time

    Leadership OpportunityAJC Invests, a dynamic Family Office in Brickell, seeks an experienced Real Estate Portfolio Manager to lead our financial operations team. As a key member of our leadership team, you will oversee the management of our $75M real estate portfolio, including general property management, maintenance, and supervising accounting, records,...


  • Miami, Florida, United States Boyne Capital Full time

    About Boyne CapitalBoyne Capital is a rapidly growing Florida-based private equity firm focused on investments in lower middle-market companies. With over a decade of experience, we have invested in thirty platform and more than forty add-on investments.We seek to forge lasting and collaborative relationships with companies whose founders and families are...


  • Miami, Florida, United States Elysee Management Inc Full time

    Job DescriptionElysee Management Inc. is seeking a reliable and detail-oriented Receptionist to join our team in Miami Beach, FL.The estimated salary range for this position is $48,000 - $58,000 per year, based on qualifications.About Our Company:Elysee Investments is a leading commercial real estate investment firm with a significant presence in South...


  • Miami, Florida, United States Diversified Porffolio Inc Full time

    Job OpportunityWe are seeking a highly skilled and experienced Financial Manager to oversee our financial records and ensure compliance with tax regulations. This role is ideal for a dedicated professional looking to contribute to the financial health of multiple enterprises.Key Responsibilities:Prepare and file local, state and federal tax declarations for...


  • North Miami Beach, Florida, United States GATESOURCE HR Full time

    Job Title: Senior Portfolio AnalystCompany OverviewGateSource HR is a respected private equity firm with $600 Million assets under management in Miami Beach, FL.Salary and Benefits$120,000 - $180,000 per year, including excellent benefits packages and opportunities for professional growth.Job DescriptionAs a key member of our commercial real estate team, you...


  • Miami, Florida, United States Kelly Tractor CAT Full time

    Job OverviewWe are seeking a highly skilled Credit Portfolio Specialist to join our team in Miami, Florida. The ideal candidate will have excellent customer service and negotiation skills, with the ability to effectively manage and resolve overdue accounts.Key Responsibilities:Monitor and maintain an assigned AR portfolio, ensuring timely resolution of...