HeadInvest is seeking a Portfolio Administrator, to join their team in downtown Portland, Maine! This is a full-time, in-office position that plays an essential role in providing direct client services and works closely with portfolio managers and the client services team. The ideal candidate is a client-driven professional with industry experience that values a team approach and collaborative style and will ensure that HeadInvest’ s clients receive prompt, courteous and professional service.
Bachelor’s degree, or other formal education, or minimum of 10 years of experience in lieu, in a financial service-related field.
Working knowledge of MS Office suite products, Black Diamond, WealthBox, Adobe and other applicable software required. Experience with Schwab or Fidelity software helpful.
Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
HeadInvest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.
Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
HeadInvest is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
