Position Description
Title: Portfolio Administrator
Status: Full time 8:00am to 4:30pm (40 hours per week)
Type: Administrative
Approximate start date: Mid-April 2024
Location: In office 5 days per week to start. Upon completion of introductory training, 2 days per week in office required and 3 days at home.
Job Summary
The Portfolio Administrator is responsible for the set up and maintenance of client accounts; compilation and completion of client, custodian, and firm paperwork; review of client transactions and activity; and execution of client and firm tasks such as asset transfers, preparation of reports, and client withdrawals or deposits.
Duties and Responsibilities
The Portfolio Administrator can expect to focus in the following areas:
Set up new and existing client accounts
Assist clients in completing firm and custodian paperwork as needed
Review client transactions and activities; prepare reports
Compile account paperwork for client meetings and review
Execute asset transfers
Process withdrawal requests
Process checks for deposit into client accounts
Back-up support for receptionist duties as needed
Qualifications and Skills Required
Degree from an accredited college or university
Proficiency in Windows-based software
This position is the main point of contact for clients; must have a client-first attitude
Strong verbal and written communication skills
Must be proactive and have the ability to focus on self-reliance
Organized, detail-oriented, and the ability to multitask
Strong analytical skills
Ability to handle multiple projects while being interrupted
Team player, collaborative, able to work with and through others, but also able to work independently
Desire/ability to work successfully in a small company environment
Aptitude and flexibility to grow into additional responsibilities as needed
Salary and Benefits
$50,000-$56,000 based on experience and qualifications
Medical, dental, vision, long term disability, and participation in our SIMPLE IRA retirement plan
Paid Time Off based on tenure, 12 observed holiday days off, and “flex” time available when needed
Financial support upon employer approval for professional accreditation/continuing education and other education/training opportunities
How to Apply
Qualified individuals should send a cover letter and resume to Jen Isotalo via one of the following methods:
Email jen@northernwelcome.com, fax to (509) 456-2550, or mail to 2700 S. Southeast Blvd. Ste. 205, Spokane, WA 99223.
