Portfolio Administration Associate Manager

Job Summary

Managing a team of associates, the full-time Portfolio Administration Associate Manager will oversee daily operations, ensure client needs are met, and provide leadership and training while working remotely.

Key responsibilities

• Manage all Portfolio Administration services for multiple accounts and ensure deadlines are met
• Provide direction, coaching, and career development to team members while fostering strong client relationships
• Oversee the integration of new team members and manage monthly billing and reporting for assigned clients

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 (MS Word, Excel, and PowerPoint)
• Demonstrated leadership and management skills