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Springborn Staffing is partnering with a successful wealth management and financial services firm in the Portland area to find a self-motivated and customer-focused Portfolio Administrator. Our client is a growing organization dedicated to delivering comprehensive financial strategies and exceptional service to a diverse clientele.

This in-office position plays an essential role in providing direct client services, working closely with portfolio managers and the broader client services team. The ideal candidate values a highly collaborative approach and will ensure clients receive prompt, courteous, and professional service at all times.

Key Responsibilities

• Client Management: Work closely with Portfolio and Relationship Managers, maintaining primary responsibility for assigned clients and accounts while providing cross-support for other firm clients as needed.
• Account Administration: Accurately perform or oversee administrative tasks, including cash needs and transfers, gifting, obtaining and forwarding tax information, generating statements, calculating IRA Required Minimum Distributions (RMDs), and executing trust income distributions.
• Account Operations: Efficiently open and close accounts by completing required forms, gathering appropriate documentation, and working directly with custodian representatives.
• Process Improvement: Collaborate with the Client Services Team to streamline policies and procedures for onboarding, data maintenance, and administration to provide exemplary client service.
• Technical Support & Reporting: Handle report customization, complex account queries, fund accounting, trading, daily reconciliation, and maintain non-profit (non-taxable) performance databases.
• Trading Assistance: Facilitate advisor trading queries related to bonds, equities, benchmarking, and complex manual account maintenance, acting as a back-up trader when necessary.
• Compliance: Assist with ongoing compliance duties as requested.

What You Bring to the Role

• Education & Experience: A Bachelor’s degree (or other formal education) in a financial services-related field, OR a minimum of 5 years of equivalent experience in lieu of a degree.
• Industry Expertise: A minimum of 5 years of proven, successful client service experience within the financial services sector.
• Preferred Credentials: Certifications relevant to the financial industry, banking, or trust and estate administration are a strong plus.
• Technical Skills: Working knowledge of the MS Office suite, Black Diamond, WealthBox, Pontera, Adobe, and other applicable wealth management/investment software.
• Work Style: Intrinsic motivation with the ability to work independently under minimal to moderate supervision. Demonstrated accuracy and strong attention to detail are critical.
• Growth Mindset: A strong initiative and willingness to learn more about the business, industry trends, and practices related to the role.