Portfolio Administrator

3 weeks ago

South Burlington, United States Broadlake Financial Management Full time

Would you like to be part of a team that values motivation, autonomy and personal growth? 

Broadlake Financial Management is an independently owned, investment advisory firm located in South Burlington, VT. Founded in 1989, our culture is client focused, collegial and collaborative with a belief that a well-balanced work/life environment creates the happiest, most productive co-workers. We are seeking an on-site, resourceful Assistant Portfolio Administrator who would like to be part of the best client service team in Vermont.  


Responsibilities

Client Service: Perform general client service work flow support, including greeting visiting clients and guests, answering and routing incoming phone calls, and responding to client requests for information.

Operational Support: Support all operational aspects of a growing Registered Investment Advisor (RIA), including custodial paperwork (account openings & transfers, etc.), money movements, tax document requests, data management, on-going maintenance of client accounts, and ad-hoc projects.

Platform Trading: Monitor daily transactions and place routine trades.

Compliance: Assist Compliance Manager with data-collection, reporting and record-keeping requirements.


Required Skills

Education: College Degree (BA/BS)

Industry Experience/Credentials: Professional experience within the investment advisory business strongly preferred. Have, or willingness to attain, Series 65 Securities License. 

Technical Skills: Proficiency with Microsoft Suite (Word, Excel, PowerPoint, Teams). Familiarity with custodial platforms such as Fidelity’s Wealthscape and Schwab’s Advisor Center a bonus.

Detail-Oriented: Highly organized, proactive, quick learner, flexible, with strong attention to detail.

Autonomy: Ability to function as a "self-starter," think and work autonomously, manage/prioritize time effectively, and coordinate tasks and responsibilities with minimal supervision.

Positive Attitude: Maintain a professional appearance, a positive friendly attitude, and a sense of humor.


Benefits

  • Competitive Pay
  • Health Insurance with HSA Savings Account
  • 401k Retirement Plan with Company Match
  • Paid Vacation/Sick Days

  • Portfolio Administrator

    2 weeks ago

    South Burlington, United States Broadlake Financial Management Full time

    Would you like to be part of a team that values motivation, autonomy and personal growth? Broadlake Financial Management is an independently owned, investment advisory firm located in South Burlington, VT. Founded in 1989, our culture is client focused, collegial and collaborative with a belief that a well-balanced work/life environment creates the...

  • Administration Manager

    1 week ago

    South Burlington, United States Konica Minolta Full time

    Overview Konica Minolta/SymQuest has an exciting opportunity for an Administration Manager! The goal of the Administration Manager is to lead the sales administration team in exceeding expectations in respect to the following; addressing client requests, quality on-time billing, administrative sales support and contract management. This position will be...

  • Administration Manager

    1 week ago

    South Burlington, United States Konica Minolta Business Solutions Ltd Full time

    Job Description Overview Konica Minolta/SymQuest has an exciting opportunity for an Administration Manager! The goal of the Administration Manager is to lead the sales administration team in exceeding expectations in respect to the following; addressing client requests, quality on-time billing, administrative sales support and contract management. This...

  • Administration Manager

    2 weeks ago

    South Burlington, United States Konica Minolta Business Solutions Ltd Full time

    Job Description Overview Konica Minolta/SymQuest has an exciting opportunity for an Administration Manager! The goal of the Administration Manager is to lead the sales administration team in exceeding expectations in respect to the following; addressing client requests, quality on-time billing, administrative sales support and contract management. This...

  • Administration Manager

    5 days ago

    South Burlington, United States Konica Minolta Business Solutions Ltd Full time

    Job Description Overview Konica Minolta/SymQuest has an exciting opportunity for an Administration Manager! The goal of the Administration Manager is to lead the sales administration team in exceeding expectations in respect to the following; addressing client requests, quality on-time billing, administrative sales support and contract management. This...

  • Operations Administrator

    1 month ago

    South Burlington, United States InTrack Investment Management, Inc. Full time

    Position Overview:InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a career change or looking to kickstart their career in investment management. We're searching for individuals who are...

  • Operations Administrator

    2 weeks ago

    South Burlington, United States InTrack Investment Management Inc Full time

    Position Overview: InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a career change or looking to kickstart their career in investment management. We're searching for individuals who are...

  • Operations Administrator

    1 month ago

    South Burlington, United States InTrack Investment Management, Inc. Full time

    Position Overview:InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a career change or looking to kickstart their career in investment management. We're searching for individuals who are...

  • Operations Administrator

    1 month ago

    South Burlington, United States InTrack Investment Management Inc Full time

    Position Overview: InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a career change or looking to kickstart their career in investment management. We're searching for individuals who are...

  • Operations Administrator

    2 months ago

    South Burlington, United States InTrack Investment Management, Inc. Full time

    Position Overview:InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a career change or looking to kickstart their career in investment management. We're searching for individuals who are...

  • Administrative Coordinator

    2 months ago

    Burlington, United States University of Vermont Full time

    Work in collaboration with Vermont Center on Behavior and Health (VCBH) Director and Principal Investigators. Responsible for personnel, operations, financial and business activities and services for the research grant portfolio. Perform budget management, lab procurement and management, as well as operational and protocol development/oversight for research...

  • Post-Award Lead Administrator

    2 weeks ago

    Burlington, United States InsideHigherEd Full time

    Advertising/Posting Title:Post-Award Lead AdministratorDiversity Statement:The University is especially interested in candidates who can contribute to the diversity and excellence of the institution. Applicants are required to include in their cover letter information about how they will further this goal.Posting Summary:The Post-Award Lead Administrator for...

  • Azure Administrator

    1 day ago

    Burlington, United States PRIME CONSULTING INC Full time

    **Azure Administrator with AI** **Burlington, MA (On-site)** **Duration: Full-time Permanent** **Salary range**: - Provide in-depth AI expertise to support the technical relationship with Azure customers, including product and solution briefings, creating demos, proof-of-concept work, and partner directly with product management to prioritize solutions...

  • Azure Administrator with Ai

    1 month ago

    Burlington, United States ProIT Inc. Full time

    Azure Administrator with AI - Provide in-depth AI expertise to support the technical relationship with Azure customers, including product and solution briefings, creating demos, proof-of-concept work, and partner directly with product management to prioritize solutions impacting customer adoption to Azure AI Services (Cognitive services portfolio, Azure Open...

  • VCBH Center Administrator

    1 day ago

    Burlington, United States The University of Vermont Full time

    VCBH Center Administrator Diversity Statement The University is especially interested in candidates who can contribute to the diversity and excellence of the institution. Applicants are encouraged to include in their cover letter information about how they will further this goal. Posting Summary Work in collaboration with Vermont Center on Behavior and...

  • Azure Administrator with AI

    2 weeks ago

    Burlington, United States ProIT Inc. Full time

    Azure Administrator with AI Provide in-depth AI expertise to support the technical relationship with Azure customers, including product and solution briefings, creating demos, proof-of-concept work, and partner directly with product management to prioritize solutions impacting customer adoption to Azure AI Services (Cognitive services portfolio, Azure Open...

  • VCBH Center Administrator

    1 month ago

    Burlington, United States InsideHigherEd Full time

    Advertising/Posting Title:VCBH Center AdministratorDiversity Statement:The University is especially interested in candidates who can contribute to the diversity and excellence of the institution. Applicants are encouraged to include in their cover letter information about how they will further this goal.Posting Summary:Work in collaboration with Vermont...

  • Operations Administrator

    2 weeks ago

    Burlington, United States InTrack Investment Management Inc Full time

    Position Overview: Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a...

  • Operations Administrator

    2 weeks ago

    Burlington, United States InTrack Investment Management Inc Full time

    Position Overview: Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the lookout for an Operations Administrator. This role is perfect for someone with deep roots in Vermont, who may be considering a...

  • Azure Administrator with AI

    2 weeks ago

    Burlington, United States Webologix Ltd INC Full time

    Job Title: Azure Administrator with AILocations: Burlington, MAType of hire: FulltimeExperience: 9+ yearsJob Description:Provide in-depth AI expertise to support the technical relationship with Azure customers, including product and solution briefings, creating demos, proof-of-concept work, and partner directly with product management to prioritize solutions...