Portfolio Administrator

3 weeks ago


Las Vegas, Nevada, United States The Investment Counsel Company Full time
Job Title: Portfolio AdministratorAbout the Role:

The Investment Counsel Company is seeking a highly organized and detail-oriented Portfolio Administrator to join our team. As a key member of our operations department, you will be responsible for managing client portfolios, processing transactions, and maintaining accurate records.

This role involves working closely with senior management to develop and implement new business initiatives and improve existing processes. You will also be responsible for communicating effectively with clients, internal stakeholders, and external partners to ensure seamless delivery of services.

To be successful in this role, you must possess excellent organizational and communication skills, be able to work independently and as part of a team, and demonstrate a strong commitment to delivering high-quality results. If you are a self-motivated individual who thrives in a fast-paced environment and is passionate about providing exceptional client service, we encourage you to apply.

Key Responsibilities:
  • Manage client portfolios, process transactions, and maintain accurate records
  • Communicate effectively with clients, internal stakeholders, and external partners to ensure seamless delivery of services
  • Collaborate with senior management to develop and implement new business initiatives and improve existing processes
  • Ensure compliance with regulatory requirements and company policies
Requirements:
  • Bachelor's degree in Finance, Accounting, or related field
  • Minimum 2 years of experience in financial services, with a focus on operations and administration
  • Excellent organizational, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office, particularly Excel and Word

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. If you are a motivated and results-driven professional looking to make a meaningful contribution to our team, please submit your application today.


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