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Portfolio Administrator

2 months ago

Union, Kentucky, United States HR Elements LLC Full time
About the Role

We are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at HR Elements LLC. As a key member of our investment team, you will be responsible for providing comprehensive account administration, generating critical-path internal reports, and representing our company as the first point of contact for incoming inquiries.

Key Responsibilities
  • Account Administration: Provide comprehensive account administration, including opening, transferring, and cashiering.
  • Reporting and Data Analysis: Generate critical-path internal reports by compiling and organizing data from multiple internal and external sources.
  • Client Communication: Represent our company as the first point of contact for incoming telephone and web-based inquiries.
Requirements
  • Education: Bachelor's degree in business, communications, or related field.
  • Experience: 2 or more years of relevant professional work experience.
What We Offer
  • Competitive Compensation: A competitive total rewards package, including a profit-sharing 401K plan.
  • Collaborative Environment: A small and supportive team-based environment that fosters open communication and collaboration.
  • Professional Development: Ongoing performance management feedback and individualized incentive plans to support your career growth.