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 development support while working remotely.
Key responsibilities
- Manage Portfolio Administration services for multiple accounts and ensure timely completion of tasks
- Provide direction and coaching to staff, facilitating their training and career development
- Develop and maintain strong relationships with clients and internal teams, addressing any issues that arise
Required qualifications
- Bachelor's Degree preferred in business, finance, real estate, or accounting
- 3+ years of relevant work experience in a related field
- Ability to read and understand financial statements
- Strong proficiency with MS Office Suite, particularly Excel
- Demonstrated leadership and management skills
Complete Job Description
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