Remote Portfolio Administrator for Wealth Management

JCW Group; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

JCW Group is assisting a rapidly growing fee-only Registered Investment Advisor in hiring a 100%-remote Portfolio Administrator. This role involves helping with portfolio management, trading, and investment operations for a diverse client base.

The ideal candidate will have over 3 years of experience in investment environments, supporting portfolios, and will be proficient in several wealth management technology platforms. This position offers full-time engagement with a firm managing substantial client assets.

Qualifications

• 3+ years of experience supporting client portfolios within an RIA or similar investment environment.
• Active trading experience across equities, ETFs, mutual funds, and fixed income securities.
• Strong familiarity with wealth management technology platforms.

Responsibilities

• Support portfolio management, trading, and investment operations.
• Manage trade execution and portfolio maintenance.
• Oversee cash management and model portfolio administration.

Skills

Supporting client portfolios

Active trading experience

Portfolio management

Detail-oriented

Tools

Orion

Eclipse

ASTRO

Fidelity Wealthscape

Pontera

Job description

JCW Group is assisting a rapidly growing fee-only Registered Investment Advisor in hiring a 100%-remote Portfolio Administrator. This role involves helping with portfolio management, trading, and investment operations for a diverse client base.

The ideal candidate will have over 3 years of experience in investment environments, supporting portfolios, and will be proficient in several wealth management technology platforms. This position offers full-time engagement with a firm managing substantial client assets.