Description

Our client is a boutique Wealth Manager, located in Portland, ME and they are looking to add a Portfolio Administrator to their growing team.

As a Portfolio Administrator, you will play a crucial role in supporting the management and work closely with the client services teams, maintaining client accounts (openings and closing), work on cash needs, transfers, gifting, etc and more.

Requirements

The ideal candidate will have at least 5 years of relevant experience in portfolio administration, a strong attention to detail, knowledge of Axys, Black Diamond is a great plus. This is in office role.

If you'd like immediate consideration, please reach out to Thatiane Abrantes. Thank you!

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