Portfolio Administrator

Portfolio Administrator

The Portfolio Administrator will work closely with Portfolio Managers, Relationship Managers, Advisors, Custodians, fellow Portfolio Administrators, and clients, providing timely, accurate information and service support in the administration of client accounts. The ideal candidate will have excellent people skills, be client‑service centric, and be able to manage time efficiently and prioritize work. The successful candidate is a team player, ready to take on new challenges, works well under pressure, and utilizes excellent problem‑solving skills to help others. This position reports to the Manager, Operations and Portfolio Administration, and the assigned Portfolio Manager.

Key Responsibilities

Relationship Manager

• Liaise with and respond to requests from clients, custodians, Portfolio Managers, Advisors, and Relationship Managers.
• Ongoing relationship management with clients, including servicing of dai...