Portfolio Administration Associate Manager
Job Summary
Managing a team of associates in a fully remote capacity, the full-time Portfolio Administration Associate Manager will oversee daily operations, ensure client service excellence, and provide leadership and development to staff while handling portfolio administration services for multiple accounts.
Key responsibilities
- Oversee day-to-day activities of the team and ensure timely completion of portfolio administration services
- Provide coaching, direction, and career development to associates while managing client relationships
- Develop and implement training programs to meet the ongoing educational needs of the team
Required qualifications
- Bachelor's Degree preferred in business, finance/real estate, or accounting
- 3+ years of relevant work experience in portfolio administration or a related field
- Strong proficiency in MS Office Suite, particularly Excel, Word, and PowerPoint
- Ability to read and understand financial statements
- Demonstrated leadership and management skills
Complete Job Description
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