Top 15 Finance operations occupations Jobs in Gorham, 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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10d
Registered Client Associate / Client Associate
Royal Bank of Canada —Portland, ME
- $50,000 - $77,000 a year
- Full-time
- Word processing
- Research
- Mid-level
- Disability insurance
- Health insurance
4d
Payments Specialist III
Atlantic Federal Credit Union —South Portland, ME
- $32 an hour
- Full-time
- Research
- Mid-level
- Analysis skills
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Client Associate/Registered Client Associate
Royal Bank of Canada —Portland, ME
- $38,000 - $70,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Trading Associate
3Degrees —Portland, ME
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Profit sharing
- Health insurance
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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
Portfolio Analyst
FL Putnam Investment Management —Portland, ME
- $60,000 - $63,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Health savings account
- Health insurance
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4d
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

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FACILITIES GUEST SERVICES
City of Portland, Maine —Portland, ME
Must possess a valid Class C driver’s license and maintain a good driving record. Our Guest Services team (3-4 at all times) is responsible for safety and…
$21.82 - $24.54 an hour
1d
Senior Case Manager I, LTD
Sun Life —Portland, ME
Reviews and investigates disability claims by using telephone and written contact with the applicable parties, (claimant, employer/supervisor, credit union,…
$72,500 - $108,800 a year

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Advisor, Finance Operations
Cardinal Health —Dublin, OH
Bachelors’ degree in Accounting, Finance, or related field preferred. 4+ years of experience in related field, including but not limited to Finance, Audit, or…
$67,500 - $96,300 a year
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

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finance operations occupations jobs near gorham, me

Portfolio Administrator

Skillcloud HCM -
Portland, ME

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
10 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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Refine Your Search

finance operations occupations jobs in gorham, me

Portfolio Administrator

Registered Client Associate / Client Associate

Payments Specialist III

Client Associate/Registered Client Associate

Trading Associate

Wealth Management Client Investment Administrator

Portfolio Analyst

Fund Accounting Account Manager (Pacific/Mountain Time)

Investment Risk Officer

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