Job Description
We are conducting a confidential search on behalf of our client for an experienced Portfolio Administrator to support a private wealth management team within a professional investment environment. This role is responsible for ensuring accurate, timely, and responsive administrative and operational support across client accounts, trading activity, and portfolio administration. The successful candidate will play a key role in maintaining strong relationships with clients, service providers, and internal stakeholders while positively representing the organization.
Key Responsibilities
- Support daily trade processing, settlement, and reconciliation activities, working closely with custodians, internal and external trading desks, and brokerage partners.
- Prepare, review, and maintain client account documentation, including new account openings, KYC updates, and transfer paperwork, ensuring timely setup and completion tracking.
Apply for this Position
Ready to join TDS Personnel? Click the button below to submit your application.
Submit Application