Portfolio Administration Associate Manager - Remote

Overview

The Portfolio Administration Associate Manager is responsible for managing a team of associates and overseeing daily activities to support the Portfolio Administration Service Line, ensuring superior client service and operational efficiency.

In Short

• Manage Portfolio Administration services across multiple accounts.
• Oversee associates and ensure work is completed on time.
• Provide leadership and coaching to staff.
• Support recruiting and onboarding processes.
• Ensure training and development needs are met.
• Maintain strong relationships with clients and leadership.
• Handle monthly billing and critical reporting.
• Seek business expansion opportunities with clients.
• Execute special projects as assigned.
• Collaborate with other divisions as needed.

Requirements

• Bachelor’s Degree preferred in business, finance, or related fields.
• 3+ years of relevant work experience.
• Ability to read and understand financial statements.
• Strong proficiency with MS Office Suite.
• Demonstrated leadership and management skills.
• Excellent customer service and communication skills.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple high priorities.
• Analytical and research skills required.
• Interpersonal skills with a sense of urgency.

Benefits

• Health, vision, and dental insurance.
• Flexible spending accounts and health savings accounts.
• Retirement savings plans.
• Life and disability insurance programs.
• Paid and unpaid time away from work.
• Competitive pay based on eligibility factors.