Wealth Portfolio Operations Specialist

Coldstream; Bellevue (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base pay plus annual bonus

Fully paid premiums for medical/dental/vision

100% company match on 401(k)

Paid Time Off starting at 20 days per year

Paid parental leave for new parents

Wellness reimbursement

Job summary

Coldstream in Bellevue is seeking a Portfolio Administrator to support wealth management teams. Key responsibilities include generating trade orders, providing research support, and managing new client setups. Candidates should have a Bachelor’s in a related field and strong skills in organization and Excel.

The position comes with competitive pay, benefits covering medical, dental, and vision, and various opportunities for career development including training and mentoring.

Qualifications

• 1-2 years of experience as an analyst with an RIA or asset manager.
• Willingness to obtain FINRA Series 65 within 12-18 months.
• Experience with CRM software is a plus.

Responsibilities

• Generate and execute daily trade orders.
• Support the portfolio management team with research.
• Facilitate new client setup in Tamarac.

Skills

Strong organizational skills

High proficiency with Excel

Strong communication skills

Detail orientation

Intellectual curiosity

Education

Bachelor’s degree in Economics, Finance, or related field

Tools

Salesforce CRM

Bloomberg

Morningstar

Tamarac

Job description

Coldstream in Bellevue is seeking a Portfolio Administrator to support wealth management teams. Key responsibilities include generating trade orders, providing research support, and managing new client setups. Candidates should have a Bachelor’s in a related field and strong skills in organization and Excel.

The position comes with competitive pay, benefits covering medical, dental, and vision, and various opportunities for career development including training and mentoring.