Portfolio Administration Manager

Job Summary

Managing a portfolio of client accounts, the full-time Portfolio Administration Manager will oversee day-to-day operations, provide leadership and training to associates, and ensure superior client service in a fully remote environment.

Key responsibilities

• Manage all Portfolio Administration services and ensure deadlines are met
• Provide direction and career development for staff while fostering strong client relationships
• Handle monthly billing and reporting for assigned clients, ensuring account needs are met

Required qualifications

• Bachelor's Degree preferred in business, finance/real estate, or accounting
• 3+ years of relevant work experience and 1-2+ years of people leadership
• Ability to read and understand financial statements
• Strong proficiency with MS Office Suite (Word, Excel, PowerPoint)
• Experience managing multiple high priorities effectively