Portfolio Administrator

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Benefits

• Collaborative and fun work environment
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

Responsibilities

• Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner
• Monitor a joint email inbox and Business Process workflow queue throughout the day as part of a team of 3–5 people
• Support client service teams helping Ultra High Net Worth (UHNW) clients with complex portfolio needs
• Show initiative and take ownership of each task from start to finish
• Communicate effectively in a positive manner with teammates in person, through instant messaging, and email throughout the day
• Establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians
• Assist in general client account maintenance such as cash needs, address changes, and adding additional account features
• Generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each
• Build and maintain relationships with clients and Wealth Managers across the firm
• Troubleshoot and problem-solve complex issues internally and with custodians
• Become a subject matter expert on Client Service Operations policies and procedures
• Participate in continued growth planning and process engineering, developing solutions to identified issues and proposing new ways of working efficiently and effectively
• Maintain client documents and records in accordance with compliance policies, including filing hardcopies and/or scanning of documents
• Other duties as assigned

Qualifications

Knowledge

• Proficient in Word and Excel
• Knowledge of or experience with Black Diamond and Salesforce a plus

Skills

• Excellent communicator — able to write, speak, and convey needs clearly and professionally
• Highly organized, able to manage multiple tasks simultaneously
• Extremely meticulous with a high degree of accuracy and attention to detail

Abilities

• Collaborative team player who mentors and helps others
• Genuinely cares about serving and caring for other people

Experience & Education

• Bachelor’s degree or equivalent experience in business, accounting, finance, economics, or related field
• Minimum of 5 years of experience in client service; financial services or investment management firm experience a plus
• Team lead or people management experience a plus
• Single and Multi-Family Office experience preferred
• Experience with Private Investments preferred

Physical Demands & Work Environment

• Primarily sedentary work in an office with minimal distractions; walking throughout the office
• Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations
• Occasionally exert up to 10 pounds of force to lift, carry, push, pull, or otherwise move objects
• Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation
• Use near visual acuity for preparing documents, operating a computer, and reading
• Speak and hear to communicate with team members and clients by phone and in-person