PA Associate Manager - Remote

Overview

The PA Associate Manager is responsible for managing all Portfolio Administration services, overseeing associates, and ensuring operational efficiency while providing exceptional client service.

In Short

• Manage Portfolio Administration services for multiple accounts.
• Oversee daily operations and ensure deadlines are met.
• Provide leadership and coaching to staff.
• Support recruiting and onboarding processes.
• Develop and implement training programs.
• Maintain strong relationships with clients and team members.
• Handle monthly billing and reporting for clients.
• Collaborate with various divisions for account onboarding.
• Execute special projects as assigned by leadership.
• Stay updated on industry standards and trends.

Requirements

• Bachelor’s degree preferred in business, finance, or accounting.
• 3+ years of relevant work experience.
• Ability to read and understand financial statements.
• Strong proficiency with MS Office Suite.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple priorities effectively.
• Demonstrated leadership and customer service skills.
• Analytical and research skills.
• Sense of urgency in meeting deadlines.

Benefits

• Equal employment opportunity for all individuals.
• Supportive work environment.
• Career development opportunities.
• Comprehensive training programs.
• Access to industry standards and trends.
• Involvement in special projects.
• Collaboration with various departments.
• Competitive salary and benefits package.
• Commitment to diversity and inclusion.
• Recognition of employee contributions.