Portfolio Administration Associate Manager

A company is looking for a Portfolio Administration Associate Manager. Key Responsibilities Manage Portfolio Administration services and oversee daily operations of the team Provide leadership, coaching, and career development for associates Ensure client needs are met and handle monthly billing and reporting Required Qualifications Bachelor's Degree preferred in business, finance/real estate, or accounting 3+ years of relevant work experience Ability to read and understand financial statements Strong proficiency with MS Office Suite (Word, Excel, PowerPoint) Ability to manage multiple high priorities

Mar 17, 2025 - 22:34
 0
Portfolio Administration Associate Manager
A company is looking for a Portfolio Administration Associate Manager. Key Responsibilities Manage Portfolio Administration services and oversee daily operations of the team Provide leadership, coaching, and career development for associates Ensure client needs are met and handle monthly billing and reporting Required Qualifications Bachelor's Degree preferred in business, finance/real estate, or accounting 3+ years of relevant work experience Ability to read and understand financial statements Strong proficiency with MS Office Suite (Word, Excel, PowerPoint) Ability to manage multiple high priorities