Portfolio Administrator Jobs
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Search Results - Portfolio Administrator Jobs
Social Capital Resources LLC-New York
Top-Tier Bank in Midtown Manhattan is seeking a Portfolio Administrator!
Key Responsibilities:
• Monitor and reconcile portfolio holdings and transactions.
• Experience (1-2 years) in portfolio administration, preferably with a community bank....
resume-library.com -
Frederick (MD)
About the Job:
Sandy Spring Bank is currently recruiting for a Commercial Portfolio Administrator III. This position is responsible for the coordination and servicing of commercial loans. Duties include coordination with Commercial Portfolio...
sandyspringbank.com -
Robert Half-Boston
Our client is a Wealth Management firm looking to hire an Associate, Portfolio Administrator for their Boston office.
The Associate Portfolio Administrator is an integral part of the Analytics team, specializing in portfolio and performance data...
roberthalf.com -
Waltham (MA)
We’re looking for a portfolio administrator to join our ranks. In this role, you will play an integral part in the timely and accurate processing of our business, in addition to supporting the processing of the Sub-Advised and Strategist program...
icims.com -
Forum Group Connecticut, LLC-Darien (CT)
in financial industry, specifically client services (portfolio administration), and/or client and performance reporting. Must have excellent Excel skills, ability to understand and or learn basic SQL scripts, UI experience is a +.
For immediate consideration...
mindmatch.ai -
Parcion Private Wealth-Bellevue
Parcion Private Wealth is looking for a dynamic team member to help our firm
execute its promise to help clients reach their goals and aspirations. We are
seeking an experienced Portfolio Administrator to join our firm, working directly...
resume-library.com -
WealthCrossing-Richmond
Job Summary
We are seeking an experienced Client Service Associate to join our team. This individual will support our wealth management team by providing portfolio administration, client service, and operational support. The Client Service...
mindmatch.ai -
Kidder Mathews Careers-San Diego
Administrator(s) and Portfolio Assistant(s) including recruitment, onboarding, supervision, scheduling, training, development, evaluation and disciplinary action of employees.
• Provide coaching, direction and leadership to employees in order to achieve company...
appcast.io -
NorthStar Advisory Group-New Hope (PA)
This role will report to the Chief Investment Officer (CIO) and work on trading and portfolio administration responsibilities. The role will interface with the entire team, including investing, research, financial planning, marketing, client service...
mindmatch.ai -
Kidder Mathews Careers-San Jose
Administrator(s) and Portfolio Assistant(s) including recruitment, onboarding, supervision, scheduling, training, development, evaluation and disciplinary action of employees.
• Provide coaching, direction and leadership to employees in order to achieve company...
appcast.io -
1 similar job: Los Angeles
ProspectBlue-Richmond
This individual will support our wealth management team by providing portfolio administration, client service, and operational support. The Client Service Associate plays a crucial role in ensuring a seamless client experience by handling account setup...
mindmatch.ai -
Associated Bank, NA-Chicago
of other deposit services.
This person will also:
• Maintain and build loans and deposits, fee income, and referrals of business.
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established...
appcast.io -
Dallas
rating loans/credits.
• Develop problem loan credit solutions.
• Work with credit analyst in reviewing existing credits
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit...
icims.com -
Foley & Lardner LLP-Washington
management. The Director oversees the activities of the Real Estate Specialist with regard to portfolio administration and tracking, monthly budget reforecasts, Landlord and sublease invoices, as well as annual Landlord Operating Expense and Real Estate Tax...
appcast.io -
Webster Bank-Boston
business development and client cross sell activities for the relationship team, by maintaining high quality loans through the support of underwriting, portfolio administration and cash management functions.
Responsibilities:
1. 35% -- Develop/maintain...
appcast.io -
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