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As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, high caliber Portfolio Administrator to join our award-winning team based out of our Walnut Creek, CA or Austin, TX office. Our ideal candidate is detail-oriented, able to multi-task, and ideally has a few years of experience with billing and portfolio reporting for an investment management firm. If you can articulate your proven success in a demanding supportive financial role, we want to hear from you, ASAP!
As a Portfolio Administrator, your service-oriented nature and impeccable attention to detail are key in this position, supporting our Chief Investment Officer. You’re articulate, a team-player and dedicated to getting the job done. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Day-to-Day as a Portfolio Administrator:
What You Bring as Investment Associate:
Total Compensation: $80,000-$85,000 annually, including bonus.
Next step? Please submit your cover letter and resume outlining your experience and desire to excel as a Portfolio Administrator. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based bonus plan, medical/dental/vision benefits, 401(k) plan, profit sharing/cash balance plans, volunteer time off, paid family medical leave, continuing education reimbursements, and sabbaticals.
Full Time
Insurance
$59k-81k (estimate)
02/10/2024
04/09/2024
missionwealthmanagement.com
Scottsdale, AZ
<25
Insurance
The job skills required for Portfolio Administrator include Accounting, Economics, Investment Management, Time Management, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Administrator positions, which can be used as a reference in future career path planning. As a Portfolio Administrator, it can be promoted into senior positions as a Fixed Income Analyst, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Administrator. You can explore the career advancement for a Portfolio Administrator below and select your interested title to get hiring information.