Description Portfolio Administrator – Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio Administrator to join its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial advisors and senior investment leadership. About the Firm The firm provides comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, and organizations. With a strong emphasis on values-driven advising and long-term client relationships, the firm fosters a collaborative and supportive work environment that prioritizes the well-being of its clients, staff, and communities. Role Overview The Portfolio Administrator will be responsible for managing portfolio reporting, trading, and rebalancing processes. This position requires a high level of technical proficiency, attention to detail, and the ability to work across multiple platforms and systems. The ideal candidate will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities. Key Responsibilities + Lead portfolio reporting, rebalancing, and trade execution processes. + Serve as the internal expert on Tamarac/Envestnet platforms and custodial systems. + Manage data integrations between custodians and CRM systems. + Ensure accurate portfolio setup and account configuration. + Monitor portfolios for exceptions and maintain data integrity. + Collaborate with advisors and investment committee on portfolio models and settings. + Communicate with custodians to ensure timely and accurate trade execution. + Generate and distribute quarterly client reports. + Document and improve workflows, policies, and procedures. Benefits + Competitive base compensation and performance-based bonus. + 401(k) with guaranteed firm contributions and profit-sharing. + Fully paid medical, dental, and long-term disability insurance for employees and dependents. + Support for professional education and licensing. + Generous PTO, market holidays, and paid volunteer time. + Collaborative and flexible hybrid work environment. 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 (to be obtained within 3–6 months of hire). Required Experience + Securities trading and investment management. + Custodial systems and procedures. + Database management and reconciliation. + CRM systems (preferably Salesforce). + Microsoft Office Suite proficiency. Additional Experience + Tamarac portfolio reporting and rebalancing tools. + Experience with Registered Investment Advisors or wealth management firms. 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) .