Do any of these financial question marks apply to you?

Portfolio Administrator

At Pacific Portfolio, we understand wealth management is less about numbers, and more about people. As a 4 billion dollar RIA with over 20 years of providing multi-disciplined financial guidance to individuals, families, and institutions, we are personally invested in your success.

Pacific Portfolio is hiring for a Portfolio Administrator. In this entry level position the candidate will be supporting the Pacific Portfolio Wealth Management and Institutional Teams. This role supports the reporting analysts and Senior Portfolio Administrators to deliver high touch client service.

Attributes

  • Personal Accountability 

  • Organized individual with high attention to details and follow through

  • Strives to provide high level of service standards that ensure client satisfaction and advocacy 

  • Excellent oral and written communication skills 

  • Demonstrated self-starter with ability to work with limited supervision 

  • Strong interpersonal skills and demonstrated commitment to teamwork 

  • Strong affinity for learning new and complex software applications 

  • Comfortable working in a dynamic environment where roles and responsibilities are evolving as new processes and procedures are implemented 

  • Model the organization’s values

Responsibilities

  • Assist in preparing and processing client onboarding firm paperwork

  • Execute firm tasks such as preparation of reports and general support 

  • Build strong internal working relationships to ensure a cohesive client experience

  • Maintain CRM through updated contacts, documenting emails and other items as requested

  • Work closely with Director of WM Operations and Director of Institutional Operations in operational projects focusing on automation, efficiency, scalability of services, and risk controls

  • Perform assigned tasks related to the production and distribution of institutional clients’ investment statements and reports

  • Perform tasks related to manager searches and other activities as needed

  • Assist in preparation for client meetings for investment reviews, plan reviews, participant education/enrollment, updating plan documents, etc.

  • Oversee and participate in projects designed to improve efficiency and new product offering

  • Ensure on-time delivery, accuracy and consistency of data within information presented to clients 

  • Preparation of presentations and educational materials for participants of clients’ retirement plans 

  • Update and maintain the integrity of assigned databases 

  • Manage past due invoice resolution with accounting to ensure proper and timely collections

Qualifications

  • Bachelor's degree  

  • Enthusiastic, positive energy

Compensation and Benefits

Competitive Base Salary + Bonus up to 15% of base salary

Firmwide benefits include but not limited to, Dental, Medical and Vision premium covered, attractive responsible time off policy, flexible hybrid in office/remote policy and 401k match.

To apply for this position, please submit your resume to lcook@pacific-portfolio.com.

Back to Careers page.