Description A mission-driven wealth management firm is seeking a Portfolio Administrator to play a key role in delivering high-quality investment management services for a diverse client base of individuals, families, and organizations. Since its founding in 2005, the firm has been committed to helping clients protect and grow their assets in a way that aligns with their goals and values, while fostering strong relationships and a deep sense of community. This role blends technical expertise with strong communication skills. The Portfolio Administrator will oversee portfolio reporting, trading, and rebalancing while ensuring operational excellence across complex systems. The position requires both analytical precision and the ability to collaborate effectively with advisors, investment leadership, and operations teams. The ideal candidate is detail-oriented, proactive, and eager to contribute to a growing firm’s success. This is a role for someone who thrives on solving problems, improving processes, and working with a high degree of accuracy. Key Responsibilities + Oversee portfolio reporting, rebalancing, and trade execution for the firm. + Serve as the in-house expert on portfolio reporting/rebalancing platforms and custodial systems. + Manage data integrations between custodians, portfolio systems, and CRM platforms. + Ensure accurate and timely account and portfolio setup. + Monitor portfolios for exceptions and resolve issues promptly. + Collaborate with advisors and the investment committee to ensure accurate portfolio structures. + Coordinate with custodians to ensure timely and precise trade execution. + Prepare and deliver quarterly performance reports to clients. + Document and refine policies and procedures for areas of responsibility. Benefits + Competitive base salary plus bonus potential. + 401(k) plan with guaranteed contributions and additional profit-sharing. + Fully paid medical and dental coverage for employees and dependents. + Employer-paid long-term disability insurance. + Support for continuing professional education, including classes and materials. + Three weeks of PTO, ten market holidays, and dedicated volunteer time. + Collaborative, team-focused work environment. + Hybrid work flexibility with office presence and remote options. 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 Education & Licensing + Bachelor’s degree or equivalent experience. + Series 65 license (or willingness to obtain within 3–6 months of hire). Required Competencies + Experience in securities trading and investment management. + Familiarity with custodial systems, policies, and procedures. + Database administration or data management experience. + Proficiency in Microsoft Office and CRM systems (Salesforce preferred). + Experience creating and documenting workflows. Preferred Competencies + Experience with portfolio reporting and rebalancing tools (Tamarac or similar). + Background in the Registered Investment Advisor or wealth management space. + Process automation or scripting experience. + Knowledge of portfolio analysis, construction, and due diligence support. Desired Traits + Detail-Oriented – Consistently produces accurate work and double-checks results. + Strong Communicator – Able to clearly convey information both verbally and in writing. + Methodical – Comfortable with repetition, processes, and working with numbers. + Proactive – Anticipates challenges and actively seeks improvements. + Humble & Curious – Willing to ask questions, learn continuously, and seek guidance when needed. 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) .