Chicago, IL · On-site
$70K - $85K/yr
... Portfolio Administrator to support operations. Typical clientele includes HNW individuals and ... account transfers, and outstanding paperwork Ensure all client interactions and data handling ...
Chicago, IL · On-site
$70K - $85K/yr
... Portfolio Administrator to support operations. Typical clientele includes HNW individuals and ... account transfers, and outstanding paperwork Ensure all client interactions and data handling ...
Austin, TX · On-site
$85K/yr
Post-Award Grants Administrator - School of Nursing ---- Hiring Department: School of Nursing ... account transfers * Support faculty during annual sponsor review process; provide expert guidance ...
Austin, TX · On-site
$85K/yr
Post-Award Grants Administrator - School of Nursing ---- Hiring Department: School of Nursing ... account transfers * Support faculty during annual sponsor review process; provide expert guidance ...
Wilmington, DE · On-site
Trust Administrator - Fiduciary Administrator Wilmington, DE ISC's team of Financial Services ... Open, collect assets, and tax information for custody accounts. Transfer cash and assets as ...
Quick apply
Wilmington, DE · On-site
Trust Administrator - Fiduciary Administrator Wilmington, DE ISC's team of Financial Services ... Open, collect assets, and tax information for custody accounts. Transfer cash and assets as ...
Anaheim, CA · On-site
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Anaheim, CA · On-site
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Pico Rivera, CA · On-site
$20 - $27/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Pico Rivera, CA · On-site
$20 - $27/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
El Monte, CA · On-site
$20 - $27/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
El Monte, CA · On-site
$20 - $27/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Midway City, CA · On-site
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Midway City, CA · On-site
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Trabuco Canyon, CA · On-site
$21.50 - $29.25/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Trabuco Canyon, CA · On-site
$21.50 - $29.25/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Los Angeles, CA · On-site
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
Los Angeles, CA · On-site
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$21.50 - $29/hr
The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.
$16.11 - $17.66
8% of jobs
$19.18 is the 25th percentile. Wages below this are outliers.
$17.66 - $19.21
17% of jobs
$19.21 - $20.76
24% of jobs
The median wage is $20.85 / hr.
$20.76 - $22.31
9% of jobs
$22.31 - $23.86
9% of jobs
$25.08 is the 75th percentile. Wages above this are outliers.
$23.86 - $25.42
8% of jobs
$25.42 - $26.97
8% of jobs
$26.97 - $28.52
3% of jobs
$28.52 - $30.07
2% of jobs
$30.07 - $31.62
2% of jobs
$31.62 - $33.17
7% of jobs
$16
$23
$33
Cities with the most Account Transfers Administrator job openings:
For Account Transfers Administrator jobs, the most frequently searched job titles are:
Chicago, IL • On-site
$70K - $85K/yr
Other
Dental, Vision, Retirement, PTO
Re-posted 9 days ago
Independent boutique Registered Investment Advisor (~$1B AUM) firm providing investment advice seeks a Portfolio Administrator to support operations. Typical clientele includes HNW individuals and families/multi-generational accounts seeking an investment advisor dedicated to a long-term investment philosophy. The ideal candidate will provide critical administrative, client service, and operational support to ensure exceptional, individualized service to clients, reporting to the Head of Operations.
Responsibilities:
Prepare and maintain client files, onboarding documents, and account applications ensuring compliance with regulatory standards
Support daily office operations, including extensive work with Fidelity Investments' custodian group, CRM management, document filing, and correspondence handling
Assist with preparation of client reports, statements, and performance reviews
Coordinate with custodians/service providers regarding account activity, documentation, and problem resolution
Monitor deadlines and follow up on internal/external requests, account transfers, and outstanding paperwork
Ensure all client interactions and data handling adhere to compliance and confidentiality requirements set by SEC and FINRA regulations
Perform additional operational or administrative tasks to assist advisors
Requirements:
3-10+ years of administrative, operations, and/or client service experience with an RIA
Bachelor's degree in business, finance, or related field preferred; relevant experience may be considered in lieu of degree
Strong knowledge of Fidelity's custodian operations a plus
Familiarity with Microsoft Office Suite, CRM systems (such as Black Diamond or Redtail), and DocuSign preferred
Excellent written and verbal communication skills; client-first mindset; high attention to detail with problem-solving ability; able to multi-task while maintaining accuracy; committed to maintaining confidentiality and regulatory compliance; proactive; and strong organizational skills
This position offers a base salary range of $70,000-85,000 with flexibility depending on experience and qualifications. In addition, the role is eligible for a performance-based bonus, insurance (short and long-term disability, dental, vision), 401k, paid vacation, etc.
Sourced by ZipRecruiter
Finance and insurance
11 - 50 Employees
Chicago, IL, US
1992
