3 Portfolio Administrator Jobs in New York, NY
Green Key Resources is Hiring a Portfolio Administrator Near New York, NY
Portfolio Admin opportunity with a leading financial advisory and portfolio management firm
Responsibilities/Deliverables:
- Assist with maintaining a high level of service clients
- Supervise any Support Advisors to assure proper follow up
- Begin to source new client relationships from current clients
- Coordinate all planning, implementation and follow up service tasks
Key Requirements:
- Bachelor’s degree from an accredited institution
- Experience with Satuit CRM or other CRM platform, DocuSign and SS&C’s Advent Axys, a plus
- Knowledge & understanding of 401(k)’s Plans is a plus
- Ability to work both individually and collaboratively
Job Summary
Full Time
Ambulatory Healthcare Services
$85k-119k (estimate)
06/13/2024
07/24/2024
greenkeyllc.com
POTOMAC, MD
500 - 1,000
2004
CHELSEA MURPHY
<$5M
Ambulatory Healthcare Services
Related Companies
The job skills required for Portfolio Administrator include Portfolio Management, Planning, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Administrator positions, which can be used as a reference in future career path planning. As a Portfolio Administrator, it can be promoted into senior positions as a Fixed Income Analyst, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Administrator. You can explore the career advancement for a Portfolio Administrator below and select your interested title to get hiring information.
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