[Remote] Portfolio Administrator

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services company, and they are seeking a Portfolio Administrator reputed company their Private Bank reputed company organization. The role involves reputed company interaction and various administrative account activities, including account maintenance, reporting, and compliance with reputed company regulations.

Responsibilities

• Responsible for the reputed company and consistent execution of account administration of reputed company Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with reputed company and fiduciary regulations, policies and procedures
• Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure
• Completes administrative account reviews and activities and resolves routine issues with reputed company complexity
• Utilizes the full breadth of the reputed company Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk
• Depending on business reputed company, may also engage in investment support and administrative activities for the investment management business
• Collaborates with internal partners to solve problems, and escalates anticipated or reputed company account / reputed company issues and concerns

Skills

• University / college degree with < 1 year of reputed company experience and/or successful completion of a formal development program
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
• Account Management
• Accuracy and Attention to Detail
• Effective Communications
• Fiduciary Responsibilities
• Problem Solving

Benefits

• Medical/prescription drug coverage (with a Health Savings Account feature)
• Dental and reputed company reputed company
• Employee and spouse/child life insurance
• Short and long-term disability protection
• 401(k) with reputed company match
• Pension and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select programs fully reputed company
• A robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 reputed company holidays reputed company year
• 9 occasional absence days reputed company year, unless otherwise required by law
• Between 15 to 25 vacation days reputed company year, depending on career level and years of service

reputed company