Portfolio Administrator - Financial Services

About the role

We are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as a Portfolio Administrator. The Portfolio Administrator works directly with our Wealth Managers in implementing and maintaining client portfolios and answering client needs and requests. This position has significant direct contact with our clients and requires superb and highly polished client service skills.

Responsibilities

• Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner
• Be part of a team of 3-5 people monitoring a joint email inbox and Business Process workflow queue throughout the day
• Help our Ultra High New 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 to your teammates in person, through instant messaging, and emails throughout the day
• Establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians
• Aid 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
• Trouble shoot and use your skills to problem solve complex issues internally and with custodians
• Become a subject matter expert on Client Service Operations policies and procedures
• Participate in the continued growth planning and process engineering of Aspiriant, developing solutions to identified issues as well as 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

Requirements

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: 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 an investment management firm a plus Team lead or people management experience a plus Single and Multi-Family Office Experience is preferred Experience with Private Investments is preferred

Qualifications

Knowledge A PRO in Word and Excel. (If you have knowledge of and/or experience with Black Diamond, Salesforce – we’ll like you even more!) Skills An EXCELLENT communicator (you can write, you can talk, you can make your needs, and the needs of our client understood clearly and professionally) HIGHLY organized and can take on multiple tasks at the same time EXTREMELY meticulous, with a high degree of accuracy (you LIVE for the details!) Abilities A COLLABORATOR who will mentor and help others on your team GENUINELY care about serving and caring for other people

Skills

• Excellent communication skills
• Highly organized and able to manage multiple tasks simultaneously
• Extremely meticulous with a high degree of accuracy
• Collaborative and willing to mentor others
• Genuinely cares about serving and caring for others

Benefits

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

Pay

N/A

Schedule

N/A