Remote Portfolio Services Coordinator

Openlane; Carmel, Northern (IN, KY); Hybrid; USD 20,000 - 29,000; Full time

Benefits offered by this job

Competitive pay

Health benefits with HSA

401K with company match

Paid vacation and sick time

Parental leave

Disability insurance

Tuition reimbursement

Job summary

OPENLANE seeks a Portfolio Services Coordinator to oversee daily portfolio operations, monitor vendor and client SLAs, and resolve inquiries with accuracy. The role emphasizes meticulous reconciliation, documentation, and ongoing process improvements.

Strong organizational skills and a detail-oriented mindset are essential for success. The position is remote, with a US-based work location, and offers data-driven workflow management, cross-functional collaboration, and opportunities to contribute

Qualifications

• Must have operational administration experience in portfolio services or a related coordinator role.
• Strong understanding of SLA management and compliance standards.
• Ability to prioritize daily workflows and meet strict deadlines.

Responsibilities

• Monitor portfolio performance, holdings, and transactions.
• Perform reconciliation and quality checks on active assignments.
• Assist with portfolio guideline monitoring and client inquiries.
• Maintain accurate records of portfolio activity and documentation.
• Provide general administrative support to the Portfolio Services team.

Skills

Operational administration

SLA management

Workflow prioritization

Client service support

Education

High School Diploma or equivalent

Job description

OPENLANE seeks a Portfolio Services Coordinator to oversee daily portfolio operations, monitor vendor and client SLAs, and resolve inquiries with accuracy. The role emphasizes meticulous reconciliation, documentation, and ongoing process improvements.

Strong organizational skills and a detail-oriented mindset are essential for success. The position is remote, with a US-based work location, and offers data-driven workflow management, cross-functional collaboration, and opportunities to contribute