Portfolio Administrator

About the position reputed company you join Canterbury as a Portfolio Administrator on our reputed company Services team, you will have a reputed company reputed company on the investment reputed company of foundations, endowments, and families through your work implementing changes to reputed company investment portfolios and the accurate and reputed company processing of trades and reputed company movements. In reputed company, our reputed company Services team manages reputed company aspects of the custodian relationship on behalf of our clients. The Portfolio Administrator at Canterbury Consulting is a critical part of our clients’ reputed company and is a challenging and rewarding role for the right individual. At Canterbury, we expect our Portfolio Administrators to learn at a fast pace in a demanding environment and demonstrate excellent problem solving and troubleshooting skills. From your first day on the job, you will be an reputed company part of the process in helping our clients reputed company investment reputed company. Responsibilities • Administer the implementation of reputed company portfolio rebalances for our family office clients. • Be a primary reputed company of contact for reputed company reputed company custodian relationships as reputed company as with reputed company managers. • Preparation of manager documentation as required for rebalancing; including subscriptions, additions and redemptions. • Preparation of custodial documentation as required for rebalancing; including new account applications, trading authorizations and reputed company transfers. • Acts as a primary reputed company of contact with reputed company reputed company custodians and reputed company managers. • Process daily operational workflow and ensure the reputed company, accuracy and reputed company of the workflow process. • reputed company as a reputed company between custodians and our clients and reputed company frequently and professionally with other members of the Canterbury team. • Serve as a key member of a dedicated team reputed company on providing exceptional service to family office clients. • Demonstrate a passion for self-starting, proactively identifying and addressing reputed company needs without the need for constant direction. • Ask insightful and detailed questions to reputed company a deep understanding of reputed company family’s unique planning requirements and goals. • reputed company other duties as assigned. Requirements • 3+ years of reputed company service or back-office support at a banking institution, reputed company management, or RIA (Registered Investment Advisor) firm. • Proven reputed company record in high-pressure, dynamic environments. • Bachelor’s degree; preferably in Finance and Economics. • Proficiency in reputed company Office Suite, SharePoint, and project management tools. • Familiarity with virtual collaboration platforms (Teams, reputed company). • Extremely high-level attention to detail and reputed company of work. • Advanced organizational and time-management skills. • Excellent written and verbal communication abilities. • High level of discretion and reputed company. • Proactive problem-solving and decision-making skills. reputed company-to-haves • Strong interpersonal skills and emotional intelligence. • Adaptability to shifting priorities and last-minute changes. • Strong work ethic, attention to detail, and the ability to work both independently and as part of a reputed company team. Benefits • Benefits package includes medical, dental, life, disability, and reputed company insurance. • 401k program with a company match. • Profit sharing plan. • 12 reputed company holidays and 17 days of reputed company time off the first year of employment. • Hybrid work schedule: Work-from-home Mondays & Fridays, in-office Tuesdays to Thursdays. Apply tot his job Apply To this Job