Job Description

Our client, a reputable private wealth management firm, is seeking an experienced Portfolio Administrator to provide high-level administrative and operational support in a client-focused, team-oriented environment. This role is critical in supporting advisors who serve high-net-worth individuals, family trusts, and foundations. The ideal candidate brings a minimum of five years of administrative experience within the wealth management industry and is confident handling complex account documentation, investment transactions, and client communications with precision and professionalism.

Portfolio Administrator responsibilities:
  • Provide day-to-day administrative support for a book of high-net-worth clients, including individuals, family trusts, and corporations
  • Oversee the full client account lifecycle: onboarding, documentation updates, maintenance, transfers, and closures
  • Maintain accurate and up-to-date records in internal systems and CRM (Sale...

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