Portfolio Administrator

Head Invest

Portfolio Administrator

Portland, ME

Head Invest is seeking a Portfolio Administrator
,to join their team in downtown Portland, Maine!

This is a full-time, in-office position that plays an essential role in providing direct client services and works closely with portfolio managers and the client services team.

The ideal candidate is aclient-drivenprofessional with industry experience that values a team approach and collaborative style and will ensure that

HeadInvest’ s clients receive prompt,courteous and professional service.

• Bachelor’s degree, or other formal education, or minimum of10years of experience in lieu, in a financial service-related field.
• A minimum of five years of proven successful client service experience in a financial service-related field.
• Working knowledge of MS Office suite products, Black Diamond,Wealth Box, Adobe and other applicable software required.
  
  Experience with Schwab or Fidelity software helpful.
• Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
• Demonstrated accuracy and strong attention to detail.

• Generous PTO
• Retirement plan with match
• Medical, Dental, Vision
• HSA
• Beautiful downtown Portland, ME location with paid garage parking
• Salary range $60,000 - $70,000

• Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to other
  
  HeadInvestclients as needed.
• Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
• Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.
• Collaborate with the Client Services Team to improve processes and ensureaccurateclient onboarding and account management.
• Support compliance activities as assigned.

Head Invest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.

Head Invest is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry,familial status,age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status,or any other characteristic protected by law.

Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.