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Description

About the Role

The company is seeking a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role is essential to the smooth execution of our investment management process and offers a unique blend of technical responsibility and cross-functional collaboration.

You’ll be responsible for managing portfolio reporting, trading, and data integrity across multiple platforms. This position requires a strong analytical mindset, a proactive approach to problem-solving, and the ability to communicate effectively with advisors, investment and operations staff.

What You’ll Do

+ Own the portfolio reporting, rebalancing, and trade execution processes

+ Serve as the internal expert on portfolio management and custodial platforms

+ Ensure accurate data integration between custodians and CRM systems

+ Monitor portfolios for exceptions and ensure timely resolution

+ Collaborate with advisors and investment committee on portfolio setup and model alignment

+ Generate and distribute quarterly client reports

+ Document and improve workflows, policies, and procedures

+ Support investment operations and contribute to strategic initiatives

Why Join Us

+ Competitive compensation and bonus structure

+ 401(k) with guaranteed contributions and profit-sharing

+ Fully paid health benefits for employees and dependents

+ Support for continuing education and licensing

+ Generous PTO, market holidays, and paid volunteer time

+ Collaborative, inclusive, and mission-driven culture

+ Hybrid work model with flexibility for remote schedules

NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

What You Bring

Required Qualifications:

+ Bachelor’s degree or equivalent experience

+ Experience in securities trading, investment operations, or portfolio administration

+ Familiarity with custodial platforms and CRM systems (Salesforce preferred)

+ Strong attention to detail and data accuracy

+ Series 65 license (or willingness to obtain within 3–6 months)

Preferred Experience:

+ Portfolio reporting and rebalancing tools (e.g., Tamarac)

+ Background in wealth management or Registered Investment Advisor (RIA) firms

+ Exposure to automation or scripting of business processes

+ Understanding of portfolio construction and investment due diligence

Note: Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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