Portfolio Administrator (Investment Services)

Job Description

Job Description

Pittsburgh area investment services group is in need of a Portfolio Administrator. 

Duties to include:

·        Responding to and completing client service requests

·        Scheduling and preparing materials for client and prospect meetings

·        Gathering and organizing data for financial planning

·        Documenting outcomes of meetings in CRM systems

·        Completing forms for account opening and administration

·        Assisting with the firm’s quarterly reporting process

·        Various implementation responsibilities related to investment policy compliance, cash management/money movement, charitable giving and gifting strategies and more

Requirements:

·        3+ years of experience in the investment advisory business

·        Bachelor's degree

·        Professional communication skills for collaboration with colleagues and clients

·        Excellent organization, prioritization, and problem-solving skills 

·        Flexible attitude and ability to meet deadlines

·        Experience with portfolio management systems and trading software, custodial client service platforms, and Client Relationship Management (CRM) software (Tamarac preferred but not required)

·        Proficiency in MS Office 365  

·        Series 65 or Series 7 license with knowledge of investment advisory business including the fundamentals of portfolio management, investment taxation, and compliance principles