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Description

About the Firm

The company is a mission-driven wealth management firm dedicated to helping individuals, families, and organizations achieve their financial goals in alignment with their values. Since the company's founding in 2005, they have built a reputation for thoughtful financial planning, disciplined investment management, and a deep commitment to client relationships. The company's team thrives in a collaborative, purpose-oriented environment where personal growth and excellence are equally valued.

The Opportunity

They are seeking a detail-oriented and proactive Portfolio Administrator to join our investment operations team. This role is central to ensuring the accuracy and efficiency of our portfolio management process. You’ll work closely with financial advisors, investment and operations staff to support trading, reporting, and data integrity across client accounts.

This position blends technical expertise with strong communication skills. You’ll manage complex systems, analyze data, and contribute to process improvements—while also collaborating across teams to ensure seamless client service.

Key Responsibilities

+ Lead portfolio reporting, rebalancing, and trade execution

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

+ Maintain accurate data connections 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

Qualifications

Required:

+ 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 analytical skills and attention to detail

+ Ability to manage and reconcile data across systems

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

Preferred:

+ Experience with 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.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .