Portfolio Administrator
Company: R. M. Davis
Location: Portland
Posted on: February 24, 2021
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Job Description:
Employment Opportunity:Portfolio Administrator - PortlandR. M.
Davis, Northern New England's largest wealth management firm, is
looking for a self-motivated professional with a customer service
mindset to join our expanding team as Portfolio Administrator at
our downtown Portland headquarters.At R. M. Davis, teamwork is
everything. Each day, we strive to deliver the very best we can for
our clients, and we rely on our colleagues to help us reach this
goal. Together, we create a network of support for each client that
spans their wealth, financial, and personal needs. These values -
service, quality, and excellence - have been instilled in the firm
since its inception 40+ years ago.Our clients trust us with their
wealth, with their toughest questions, and with their most
important decisions. They count on our team to help guide them
through life's critical moments. We seek team members who embrace
this opportunity.Headquartered in the heart of Portland, R. M.
Davis is a proud member and contributor of the local community.
Located just steps from restaurants, shops, entertainment, and
other professional firms, our team enjoys an area that truly offers
a "work, live, and play" environment.The PositionGiven the nature
of our work, our administrative team plays an integral role in the
success of our firm, and the work we do for our clients. The
Portfolio Administrator role serves as our clients' communication
point person. In addition, they act as liaison between our clients
and other professionals, including attorneys, accountants and
custodians. The Portfolio Administrator performs a wide variety of
high-priority tasks including the preparation of client materials
such as financial plans, contracts, and custodial paperwork. They
are also responsible for processing required minimum distributions,
consolidating accounts, security cost basis work, and preparing
statistical charts and other financial analyses. This position also
supports the Portfolio Manager in all aspects of the client
relationship, including attending and participating in client
meetings. The candidate should be/have:* Professional, friendly
demeanor with client-first mindset* Excellent interpersonal,
relationship building and communication skills* Strong
organizational and time management skills* Strong attention to
detail and problem-solving skills* Bachelor's degree in finance or
business administration preferred* Prior client service experience
in an investment, stock brokerage, bank trust or wealth management
firm is preferred.* Microsoft Office experience and the ability to
learn various portfolio management software applications.The
Benefits* Competitive compensation and annual bonus opportunity*
401k plan with employer contributions* 100% company-paid employee
health insurance* Generous paid time off, including paid parental
leave* Tuition reimbursement* Company paid, covered parking* Short
and long-term disability insurance* Professional office setting in
bustling downtown Portland* Collaborative work cultureThis position
is a non-exempt position and therefore qualifies for overtime
pay.If interested, please send a cover letter and resume to:R. M.
Davis, Inc.Attn: Denise Vigneault24 City CenterPortland, ME
04101dvigneault@rmdavis.com
Keywords: R. M. Davis, Portland , Portfolio Administrator, Other , Portland, Maine
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