Top 15 Finance operations occupations Jobs in Freeport, Me

Portfolio Administrator
Skillcloud HCM —Portland, ME
- $60,000 - $70,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Health savings account
- Health insurance
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4d
Portfolio Administrator
Robert Half —Portland, ME
- $65,000 - $75,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
- Disability insurance
- Dental insurance
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5d
Risk Manager
Midcoast Federal Credit Union —Freeport, ME
- $74,000 - $112,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Wellness program
- Disability insurance
Quick Apply
Payments Specialist III
Atlantic Federal Credit Union —South Portland, ME
- $32 an hour
- Full-time
- Research
- Mid-level
- Analysis skills
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Wealth Management Client Investment Administrator
Camden National Bank —Portland, ME
- $51,600 - $75,700 a year
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid holidays
Client Associate/Registered Client Associate
Royal Bank of Canada —Portland, ME
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Fund Accounting Account Manager (Pacific/Mountain Time)
Stone Coast Fund Services —Portland, ME
- $70,000 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health savings account
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Investment Risk Officer
KeyBank National Association —Portland, ME
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Finance
Director – Financial Due Diligence (Quality of Earnings)
Hollywell Partners LLC —United States
- CPA
- 5 years
- Finance
2d

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Portfolio Administrator
Skillcloud HCM —Portland, ME
A minimum of five years of proven successful client service experience in a financial service-related field. This is a full-time, in-office position that plays…
$60,000 - $70,000 a year
Quick Apply
4d
Portfolio Administrator
Robert Half —Portland, ME
We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and…
$65,000 - $75,000 a year
Quick Apply
5d

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Securities Operations Specialist I or II
State Teachers Retirement System of Ohio —Columbus, OH
Associate degree in a related field preferred. Bachelor's degree in a related field required. Under the direction of the manager, Investment Operations, ensure…
$30.98 - $39.21 an hour
Consumer Finance Specialist 2 - 20059340
State of Ohio - Commerce —Columbus, OH
Trg. or 12 mos. exp. in employee training & development or team/lead work; valid driver’s license. Or 24 mos. exp. as Consumer Finance Specialist 1, 66455;…
$48.93 an hour
9d

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finance operations occupations jobs near freeport, me

Portfolio Administrator

Skillcloud HCM -
Portland, ME

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
4 days ago

Benefits

Health savings account
Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Investment management software
Financial software
Documentation tools
Financial services
Productivity software

Full Job Description

HeadInvest

Portfolio Administrator

Portland, ME

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.

Requirements of the Licensed Portfolio Administrator:

Bachelor’s degree, or other formal education, or minimum of 10 years of experience in lieu, in a financial service-related field.

A minimum of five years of proven successful client service experience 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.

Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.

Demonstrated accuracy and strong attention to detail.

Benefits of the Job:

Generous PTO

Retirement plan with match

Medical, Dental, Vision

Beautiful downtown Portland, ME location with paid garage parking

Salary range $60,000 - $70,000

Responsibilities of the Licensed Portfolio Administrator:

Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to other HeadInvest clients as needed.

Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.

Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.

Collaborate with the Client Services Team to improve processes and ensure accurate client onboarding and account management.

Support compliance activities as assigned.

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.

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finance operations occupations jobs in freeport, me

Portfolio Administrator

Portfolio Administrator

Risk Manager

Payments Specialist III

Wealth Management Client Investment Administrator

Client Associate/Registered Client Associate

Fund Accounting Account Manager (Pacific/Mountain Time)

Investment Risk Officer

Director – Financial Due Diligence (Quality of Earnings)

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