Portfolio Administration Associate Manager

Job Summary

Managing a team remotely, the full-time Portfolio Administration Associate Manager will oversee daily operations, ensure workflow efficiency, and act as a point of escalation for client-related inquiries.

Key responsibilities:

• Manage Portfolio Administration services for a specific team/account, ensuring deadlines are met
• Provide leadership and training to staff, fostering strong relationships and maximizing technology resources
• Support timely reporting to senior leadership and clients, while collaborating with other divisions as needed

Required qualifications:

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