Portfolio Administrator

Our client, a North Shore financial services company specializing in financial consulting and investment and wealth management for high net-worth individuals and families is seeking a Portfolio Administrator to join its Client Service and Operations Team.

The ideal candidate will possess excellent interpersonal and communication skills and strong organizational, analytical, and decision making capabilities. This candidate will be extremely detail oriented and able to maintain multiple activities with competing priorities. This position requires a high degree of customer service orientation and the ability to interact with clients and other service providers in a competent, professional manner.

RESPONSIBILITIES:
Primary responsibility involves complexity management comprising client customer service and financial, estate, insurance and tax coordination along with internal staff and outside advisiors. To be effective in this role, the ideal candidate will demonstrate the ability to build and sustain strong relationships with clients.

Must be able to function as a team member.
REQUIREMENTS
1. At least three year’s experience in an insurance, investment, securities brokerage or banking operations role.
3. Experience and familiarity with Life Insurance products a plus.
2. Familiarity with financial planning, brokerage, tax and estate planning procedures is desirable.
3. Strong interpersonal and communication skills.
4. Excellent organizational and time management skills with ability to successfully monitor and track multiple projects with attention to details.
5. Operational knowledge or experience in account opening, processing, cashiering, wire transfers, etc. is strongly desirable.
6. High degree of personal integrity and professionalism.
7. Ability to anticipate and prioritize workflow.
8. Advanced proficiency in Microsoft Excel, Word, and Outlook.
9. Experience in a consulting or multi-client environment a plus.