Senior Portfolio Administrator

3 days ago

Wallingford, Connecticut, United States Sentinel Asset Management LLC Full time
Overview

Sentinel Asset Management LLC is a comprehensive financial services firm dedicated to guiding clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance.

Compensation

The annual salary for this role is estimated to be around $65,000, considering the compensation package and location in Wallingford, CT.

Job Responsibilities

As a Senior Portfolio Administrator, you will play a critical part in helping our clients achieve their financial goals. Your responsibilities will include:

  • Collaborating with Financial Planners to manage paperwork and document submissions, ensuring the prompt and accurate processing of pending transactions.
  • Preparing and participating in client meetings alongside Financial Planners to provide support.
  • Facilitating the submission of various financial applications, including insurance, annuities, and assets under management, to financial institutions.
  • Managing service-related tasks, such as handling client requests like beneficiary and address updates.
  • Assisting in preparing financial plans and other information for client presentations.
  • Acting as the primary point of contact for clients, addressing inquiries and assisting with their needs, with a strong focus on delivering exceptional service.
  • Ensuring compliance with all industry regulations and standards when handling financial paperwork and transactions.
Requirements

To excel in this role, you will need:

  • A State Life and Health License or willingness to obtain one within 30 days of employment.
  • At least 3 years of client service experience in a professional office setting, preferably in a related area like financial planning, banking, mortgage processing, or financial institutions.
  • Familiarity with CRM software, such as Redtail, is a plus.
  • Meticulous attention to detail, especially when managing paperwork and financial documents.
  • Excellent written and verbal communication skills to effectively interact with clients and team members.
  • Technical abilities – must be comfortable with computers, Microsoft Suite, Excel, and online financial institution platforms.
Benefits

This full-time W-2 position offers:

  • A 401(k) plan with a 4% match.
  • Hands-on comprehensive training and development.
  • Generous vacation time / PTO.
  • Flexible work-life balance.
  • A family-oriented environment.
Why Choose Sentinel Asset Management?

We prioritize transparency, attention to detail, and responsiveness to our clients' needs. Our commitment to long-term performance and stability supersedes short-term gains. We create the financial stability and security essential for achieving financial independence.

  • Nursing Care Professional

    7 days ago

    Wallingford, Connecticut, United States MASONICARE Full time

    At Masonicare, we are committed to providing exceptional care to our residents. As a Nursing Care Professional, you will play a vital role in delivering supportive and restorative care, teaching, and collaborating with the healthcare team to implement resident services plans.About the RoleThis is an evening shift position, requiring 24 hours of work per...

  • Senior Electrical Engineer

    2 weeks ago

    Wallingford, United States Ultra Electronics Ocean Systems Full time

    Unleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies. Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised on...

  • Senior Electrical Engineer

    2 days ago

    Wallingford, United States Ultra Full time

    Unleash the Power of Multi-Mission Excellence: Safeguarding the Seas for the World's Navies. Step into a world where cutting-edge technology meets unparalleled expertise. Ultra Maritime pioneers delivering multi-mission solutions that protect and empower the naval forces worldwide. With our extensive portfolio of capabilities, our innovations are utilised on...

  • Financial Paraplanner

    3 weeks ago

    Wallingford, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: $50,000 annual base + bonus. Annual total compensation is roughly $65,000.Location: 1062 Barnes Road Suite 107, Wallingford, CT 06492 (Onsite work required)Work Hours: 9 AM - 5 PM Monday - Thursday and short days on Fridays, plus availability for leading evening seminars or meeting with clienteleJob Type: Full-time...

  • Caregiver

    3 days ago

    Wallingford, United States Companions & Homemakers Full time

    COMPANIONS FOREVER, is immediately hiring PCA's, HHA's, and CNA's across the state of Connecticut. CF provides premier in-home senior care to help older adults thrive at home with optimal independence, health, safety and happiness, all while affording their loved ones complete peace of mind. Bilingual Spanish/ hablamos espanol! Can drive clients are a...

  • RN Nursing Supervisor

    4 months ago

    Wallingford, United States Masonicare Full time

    RN Nursing Supevisor Masonicare Health Center - Wallingford, CT Evening Shift / 8hrs/wk / EOW  *$5000 Sign ON Bonus in the first year of Employment* “Masonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a diverse work experience that offers professional growth and...

  • LPN Licensed Practical Nurse

    4 months ago

    Wallingford, United States Masonicare Full time

    LPN Licensed Practical Nurse  Masonicare Health Center – Wallingford, CT  Evening Shift / 24hrs/wk / EOW  RN or LPN will be considered Why work at Masonicare?  -Weekly Pay -Full Benefits Package / 401K Retirement Plan -Generious PTO program  -Tuition Reimbursement “Masonicare is the leader in senior care in Connecticut and is committed to...

  • RN Nursing Supervisor

    2 months ago

    Wallingford, United States MASONICARE Full time

    RN Nursing SupevisorMasonicare Health Center - Wallingford, CTEvening Shift / 8hrs/wk / EOW*$5000 Sign ON Bonus in the first year of Employment*Masonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a diverse work experience that offers professional growth and opportunities and at...

  • RN Nursing Supervisor

    6 days ago

    Wallingford, United States MASONICARE Full time

    RN Nursing SupervisorMasonicare Health Center - Wallingford, CT*$5000 Sign ON Bonus in the first year of Employment*Day Shift / 8hrs/wk / EOWWhy work at Masonicare?-Weekly Pay-401K Retirement PlanMasonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a diverse work experience that...

  • RN Nursing Supervisor

    6 days ago

    Wallingford, United States MASONICARE Full time

    RN Nursing SupervisorMasonicare Health Center - Wallingford, CT*$5000 Sign ON Bonus in the first year of Employment*Day Shift / 8hrs/wk / EOW6:45pm-3:15pmWhy work at Masonicare?-Weekly Pay-401K Retirement PlanMasonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a diverse work...

  • LPN Licensed Practical Nurse

    4 months ago

    Wallingford, United States Masonicare Full time

    LPN Licensed Practical Nurse  Masonicare Health Center – Wallingford, CT  Day Shift / 16hrs/wk / EOW  RN or LPN will be considered Why work at Masonicare?  -Weekly Pay -Full Benefits Package / 401K Retirement Plan -Generious PTO program  -Tuition Reimbursement “Masonicare is the leader in senior care in Connecticut and is committed to improving...

  • RN Nursing Supervisor

    6 days ago

    Wallingford, United States MASONICARE Full time

    RN Nursing SupervisorMasonicare Health Center - Wallingford, CT*$5000 Sign ON Bonus in the first year of Employment*Day Shift / 8hrs/wk / EOWWhy work at Masonicare?-Weekly Pay-401K Retirement PlanMasonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a diverse work experience that...

  • LPN Licensed Practical Nurse

    4 weeks ago

    Wallingford, United States iHire Full time

    Job DescriptionMASONICARE has partnered with iHire to reach top talent for their opening below. Check it out and apply via iHireNursing today!LPN Licensed Practical NurseMasonicare Health Center Wallingford, CTEvening Shift / 24hrs/wk / EOWRN or LPN will be consideredWhy work at Masonicare?Weekly PayFull Benefits Package / 401K Retirement PlanGenerious PTO...

  • LPN Licensed Practical Nurse

    6 days ago

    Wallingford, United States MASONICARE Full time

    LPN Licensed Practical NurseMasonicare Health Center Wallingford, CTEvening Shift / 24hrs/wk / EOWRN or LPN will be consideredWhy work at Masonicare?-Weekly Pay-Full Benefits Package / 401K Retirement Plan-Generious PTO program-Tuition ReimbursementMasonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those...

  • LPN Licensed Practical Nurse

    4 weeks ago

    Wallingford, United States iHire Full time

    Job DescriptionMASONICARE has partnered with iHire to reach top talent for their opening below. Check it out and apply via iHireNursing today!LPN Licensed Practical NurseMasonicare Health Center Wallingford, CTEvening Shift / 24hrs/wk / EOWRN or LPN will be consideredWhy work at Masonicare?Weekly PayFull Benefits Package / 401K Retirement PlanGenerious PTO...

  • RN Nursing Supervisor

    4 months ago

    Wallingford Center, United States MASONICARE Full time

    RN Nursing Supevisor Masonicare Health Center - Wallingford, CT Evening Shift / 8hrs/wk / EOW *$5000 Sign ON Bonus in the first year of Employment* “Masonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a diverse work experience that offers professional growth...

  • RN Nursing Supervisor

    2 months ago

    Wallingford Center, United States MASONICARE Full time

    RN Nursing Supervisor Masonicare Health Center - Wallingford, CT *$5000 Sign ON Bonus in the first year of Employment* Day Shift / 8hrs/wk / EOW Why work at Masonicare? -Weekly Pay -401K Retirement Plan “Masonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a...

  • RN Nursing Supervisor

    2 months ago

    Wallingford Center, United States MASONICARE Full time

    RN Nursing Supervisor Masonicare Health Center - Wallingford, CT *$5000 Sign ON Bonus in the first year of Employment* Day Shift / 8hrs/wk - EOW Why work at Masonicare? -Weekly Pay -401K Retirement Plan “Masonicare is the leader in senior care in Connecticut and is committed to improving quality of life to those that we serve. We offer a...

  • Director of Nursing

    2 months ago

    Wallingford Nursing & Rehab - Wallingford, PA, United States Genesis HealthCare Full time

    We are seeking a Director of Nursing who has a passion for working with the senior population along with a relentless drive to deliver high quality health care. You will combine your nursing and administrative skills to meet the challenge of leading nursing operations while guiding and directing the nursing team.Position Highlights*Drive business excellence,...

  • LPN Licensed Practical Nurse

    4 months ago

    Wallingford Center, United States MASONICARE Full time

    LPN Licensed Practical Nurse Masonicare Health Center – Wallingford, CT Evening Shift / 24hrs/wk / EOW RN or LPN will be considered Why work at Masonicare? -Weekly Pay -Full Benefits Package / 401K Retirement Plan -Generious PTO program -Tuition Reimbursement “Masonicare is the leader in senior care in Connecticut...

  • LPN Licensed Practical Nurse

    3 days ago

    Wallingford Center, United States MASONICARE Full time

    LPN Licensed Practical Nurse Masonicare Health Center – Wallingford, CT Evening Shift / 24hrs/wk / EOW RN or LPN will be consideredWhy work at Masonicare? -Weekly Pay-Full Benefits Package / 401K Retirement Plan-Generious PTO program -Tuition Reimbursement “Masonicare is the leader in senior care in Connecticut and is committed to improving...