Wealth Portfolio Administrator - Client Services

Springborn Staffing; Portland (ME); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid parking

Health & dental insurance

Group life insurance

Short-term & long-term disability

Job summary

Springborn Staffing is partnering with a wealth management and financial services firm in the Portland area to fill a Portfolio Administrator role. This in-office position collaborates with portfolio managers and the client services team to deliver prompt, courteous service to a diverse client base.

The ideal candidate has a bachelor’s degree or 5+ years of related experience, strong technical skills in MS Office and wealth management software, and a proven ability to work independently while

Qualifications

• A Bachelor’s degree (or other formal education) in a financial services-related field, OR a minimum of 5 years of equivalent experience in lieu of a degree.
• A minimum of 5 years of proven, successful client service experience within the financial services sector.
• Certifications relevant to the financial industry, banking, or trust and estate administration are a strong plus.
• Working knowledge of the MS Office suite, Black Diamond, WealthBox, Pontera, Adobe, and other applicable wealth management/investment software.
• Intrinsic motivation with the ability to work independently under minimal to moderate supervision; strong attention to detail.

Responsibilities

• Client Management: Work closely with Portfolio and Relationship Managers, maintaining primary responsibility for assigned clients and accounts while providing cross-support for other firm clients as needed.
• Account Administration: Perform or oversee administrative tasks, including cash needs and transfers, gifting, tax information, statements, IRA RMDs, and trust distributions.
• Account Operations: Open and close accounts by completing forms, gathering documents, and coordinating with custodian representatives.
• Process Improvement: Collaborate with Client Services Team to streamline onboarding, data maintenance, and administration policies.
• Technical Support & Reporting: Handle report customization, account queries, fund accounting, trading, daily reconciliation, and non-profit performance databases.
• Trading Assistance: Support advisor trading queries for bonds/equities, benchmarking, and complex/manual account maintenance; back-up trader when needed.
• Compliance: Assist with ongoing compliance duties as requested.

Skills

Client service

Attention to detail

Independent worker

Growth mindset

Education

Bachelor’s degree or equivalent in financial services

5+ years of equivalent experience in lieu of a degree

Tools

MS Office

Black Diamond

WealthBox

Pontera

Adobe

Job description

Springborn Staffing is partnering with a wealth management and financial services firm in the Portland area to fill a Portfolio Administrator role. This in-office position collaborates with portfolio managers and the client services team to deliver prompt, courteous service to a diverse client base.

The ideal candidate has a bachelor’s degree or 5+ years of related experience, strong technical skills in MS Office and wealth management software, and a proven ability to work independently while