Top 514 Portfolio administrator Jobs in New York State

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Okta on Okta Identity Architect
Okta —New York, NY
- $242,000 - $332,000 a year
- Hybrid work
- Product management
- Fair chance
- Senior level
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Fund Controller
Confidential —New York, NY
- $200,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mid-level
- Health insurance
- Paid time off
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Building Administrator
GRE Management —Great Neck, NY
- $20 - $25 an hour
- Full-time
- Background check
- Spanish
- English
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3d
Leasing & Compliance Specialist (LIHTC)
Locust Cove Management —New York, NY
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
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Sr. Advisor or Director, Advanced Nuclear
New York State Energy Research —Albany, NY
- $147,952 - $206,043 a year
- Full-time
- 5 years
- Master's degree
- Analysis skills
Commercial Flooring Project Manager
Renu Contracting & Restoration —Copiague, NY
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Profit sharing
- Fuel card
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10d
Sr. Advisor or Director, Advanced Nuclear
New York State Energy Research —New York, NY
- $147,952 - $206,043 a year
- Full-time
- 5 years
- Master's degree
- Analysis skills
SUNY Cobleskill Institute for Rural Vitality: Program Administrator
The Institute for Rural Vitality at SUNY Cobleskill Ag & Tech —Cobleskill, NY
- $45,000 - $50,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
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6d
Sustainability Consultant - Passive House - Project Manager/Field Verification
Ettinger Engineering Associates —New York, NY
- $75,000 - $130,000 a year
- Full-time
- Construction site
- 5 years
- Engineering
- Health insurance
- Dental insurance
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Senior Systems Administrator
Confidential —New York, NY
- $90,000 - $110,000 a year
- 8 hour shift
- Hybrid work
- Background check
- Azure
- 5 years
- Health insurance
- Dental insurance
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Accounting Manager
AION Management LLC —New York, NY
- $125,000 a year
- CPA
- Mid-level
- Office
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Warranty Administrator
Manhattan CDJRF —Manhattan, NY
- $125,000 - $150,000 a year
- Full-time
- Dealership
- Research
- Mid-level
- Health insurance
- 401(k)
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Licensed Nursing Home Administrator (LNHA)
Topaz HR —Olean, NY
- $105,000 - $140,000 a year
- Full-time
- Skilled nursing facility
- Recruiting
- Organizational skills
- Health insurance
- 401(k)
Senior Leasing Administrator
Paths Management Services LLC —New York, NY
- $23 - $26 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Commuter assistance
- Paid holidays
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Senior Research Administrator – Post-Award Finance & Compliance
New York Blood Center Inc —Rye, NY
- $150,000 - $160,000 a year
- Full-time
- Dedicated
- 7 years
- Microsoft Excel
8d
Senior NetSuite Consultant
WhiteCap Search —New York, NY
- $60 - $80 an hour
- Temporary
- Mid-level
- Finance
- Bachelor's degree
Quick Apply
13d
Project Manager Jira Platform
New Wave People —Manhattan, NY
- $72.91 - $74.51 an hour
- Overtime
- Mid-level
- Bachelor's degree
- Continuous improvement
- Free parking
Quick Apply
10d
Freight Financial Administrator
Lactalis USA Inc. —Buffalo, NY
- $23.50 - $25.00 an hour
- Extended hours
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Research
- Tuition reimbursement
- Paid time off
Quick Apply
Executive Account Manager
PAYLOCITY CORPORATION —Rochester, NY
- $43,059 - $85,000 a year
- Overtime
- Hybrid work
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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portfolio administrator jobs near new york state

Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

portfolio administrator jobs in new york state

Estate Planning Paralegal

Okta on Okta Identity Architect

Fund Controller

Building Administrator

Leasing & Compliance Specialist (LIHTC)

Sr. Advisor or Director, Advanced Nuclear

Commercial Flooring Project Manager

Sr. Advisor or Director, Advanced Nuclear

SUNY Cobleskill Institute for Rural Vitality: Program Administrator

Sustainability Consultant - Passive House - Project Manager/Field Verification

Senior Systems Administrator

Accounting Manager

Warranty Administrator

Licensed Nursing Home Administrator (LNHA)

Senior Leasing Administrator

Senior Research Administrator – Post-Award Finance & Compliance

Senior NetSuite Consultant

Project Manager Jira Platform

Freight Financial Administrator

Executive Account Manager

I want to receive the latest job alert for portfolio administrator in new york state

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