Portfolio Administrator

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Full Time Austin, Austin, TX, US

3 days ago Requisition

We are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as a Portfolio Administrator. The Portfolio Administrator works directly with our Wealth Managers in implementing and maintaining client portfolios and answering client needs and requests.

This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So, if excellent client service is your thing – this may be the job for you!)

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

• Collaborative and fun work environment where together, we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Company contribution up to 95% for health insurance

• Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner
• Be part of a team of 3-5 people monitoring a joint email inbox and Business Process workflow queue throughout the day
• Be part of client service teams helping our Ultra High New Worth (UHNW) clients with complex portfolio needs
• Show initiative and take ownership of each task from start to finish
• Communicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the day
• Establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians
• Assist in general client account maintenance such as cash needs, address changes, and adding additional account features
• Generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each
• Build and maintain relationships with clients and Wealth Managers across the firm
• Trouble shoot and use your skills to problem solve complex issues internally and with custodians
• Become a subject matter expert on Client Service Operations policies and procedures
• Participate in the continued growth planning and process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively
• Maintain client documents and records in accordance with compliance policies including filing hard copies and/or scanning of documents
• Other duties as assigned

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.”

We like the comparison. Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.

Knowledge:

• A PRO in Word and Excel. (If you have knowledge of and/or experience with Black Diamond, Salesforce – we’ll like you even more!)

Skills:

• An EXCELLENT communicator (you can write, you…