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1 result for Property Administrator in Portland, ME
- Portland, ME
- onsite
- Permanent / Full Time
- 65000 - 75000 USD / Yearly
- <p>We’re partnering with a growing investment management firm in Portland, Maine that is looking to add an experienced Portfolio Administrator to its team.</p><p><br></p><p>This is a full-time, in-office opportunity for someone who enjoys working directly with clients while partnering closely with Portfolio Managers, Relationship Managers, and Client Services professionals.</p><p><br></p><p>What you’ll be doing:</p><p> • Manage day-to-day administrative needs for high-net-worth and institutional client accounts</p><p> • Support account openings, closings, transfers, gifting, tax information, RMDs, and trust distributions</p><p> • Work directly with custodians and clients to ensure accounts are opened and maintained accurately</p><p> • Assist with trading-related requests involving equities, bonds, benchmarking, and complex account maintenance</p><p> • Support daily reconciliations, fund accounting, reporting, and account queries</p><p> • Assist with compliance-related responsibilities and process improvements</p><p> • Serve as a key point of contact to ensure clients receive exceptional service</p><p><br></p>
- 2026-09-22T00:00:00Z