Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client portfolios. This role combines technical expertise with strong communication skills and is ideal for someone detail-oriented, proactive, and eager to contribute to a collaborative team. What You’ll Do: + Manage portfolio reporting, rebalancing, and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data integrations with CRM systems. + Monitor portfolios for exceptions and ensure timely resolutions. + Coordinate with advisors, investment committees, and custodians for seamless execution. + Prepare and deliver client reports on schedule. 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: + Bachelor’s degree or equivalent experience. + Ability to obtain Series 65 license within 3–6 months. + Experience with securities trading, custodial operations, and portfolio management tools (Tamarac preferred). + Strong skills in Microsoft Office and CRM platforms (Salesforce a plus). + Proven ability to create and document processes. Preferred: + Background in RIA or wealth management environments. + Experience in portfolio analysis and business process automation. Traits We Value: + Meticulous attention to detail. + Clear, adaptable communication style. + Organized, methodical work habits. + Curiosity and problem-solving mindset. + Willingness to learn and ask questions. Benefits: + Competitive pay with bonus potential. + 401(k) with employer contributions and profit-sharing. + Fully paid medical, dental, and long-term disability coverage for employees and dependents. + Paid professional development. + Generous PTO, holidays, and volunteer time. + Hybrid work flexibility. 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) .