Sr. Portfolio Administration Manager - Remote

Overview

The Sr. Portfolio Administration Manager is responsible for managing a team and overseeing day-to-day activities related to Portfolio Administration, ensuring superior client service and operational efficiency.

In Short

• Manage a team responsible for Portfolio Administration.
• Oversee daily operations and ensure deadlines are met.
• Provide leadership and coaching to staff.
• Support recruitment and onboarding processes.
• Develop and maintain training programs.
• Ensure strong client relationships and service delivery.
• Handle billing and reporting for clients.
• Collaborate with various departments for account management.
• Execute high-profile projects as assigned.
• Stay updated on industry standards and trends.

Requirements

• Bachelor’s Degree preferred, ideally in business, finance, or accounting.
• 5+ years of relevant work experience.
• Strong interpersonal and communication skills.
• Ability to read and understand financial statements.
• Proficiency with MS Office Suite.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple high priorities.
• Demonstrated leadership and management skills.
• Strong customer service orientation.
• Analytical and research skills.

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 various eligibility factors.