Portfolio Administration Associate Manager

Job Summary

A company is looking for a Portfolio Administration Associate Manager to oversee a team and manage day-to-day activities related to Portfolio Administration services.

Key Responsibilities

• Manage Portfolio Administration services for multiple accounts and ensure operational efficiency
• Provide leadership, coaching, and career development to team members while maintaining strong client relationships
• Oversee billing, reporting, and onboarding processes while identifying opportunities for business expansion

Required Qualifications

• Bachelor's Degree preferred in business, finance/real estate, or accounting
• 3+ years of relevant work experience
• Ability to read and understand financial statements
• Strong proficiency with MS Office Suite (Word, Excel, PowerPoint)
• Ability to manage multiple high priorities effectively