What are the responsibilities and job description for the Portfolio Administrator position at Robert Half?
We are offering an exciting opportunity for a Portfolio Administrator to join our team based in New York, New York, 10016, United States. In this role, you will be tasked with the responsibility of managing customer portfolios, maintaining meticulous customer records, and dealing with customer queries. Moreover, you will be expected to monitor customer accounts and take the necessary actions where required.Responsibilities:• Accurately and efficiently process customer portfolio applications• Keep up-to-date and precise records of customer portfolios• Resolve any customer inquiries that may arise in a timely manner• Continually monitor customer accounts and initiate appropriate actions when necessary• Utilize Microsoft Office Suites to maintain and manage customer records and data• Carry out Ad Hoc Financial tasks as required• Perform various office functions to ensure smooth operation of the portfolio administration process.
Salary : $80,000 - $100,000
