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Portfolio Administration Coordinator Jobs (NOW HIRING)

Riverview

Portfolio Management Lead

Vancouver, WA · On-site

$102K - $130K/yr

Responsible for ensuring effective portfolio administration, credit support, relationship management support, loan monitoring, reporting, and coordination of commercial banking activities. Provides ...

GBC INTERNATIONAL BANK

Portfolio Manager

Los Angeles, CA · On-site

$90K - $120K/yr

... administration, the credit quality of the assigned portfolio, and working directly with Account ... Primary contact for coordinating information between client and internal departments in the loan ...

Jobless

Portfolio Servicing Analyst

Milwaukee, WI · On-site

$75 - $110/hr

Asset Management & Portfolio Administration * Maintain accurate loan and project data within the ... administration) is required. * Experience reviewing draw packages, coordinating third-party ...

East West Bank

Portfolio Manager

Las Vegas, NV · On-site

$100K - $150K/yr

Ensure the portfolio administration and risk management of each client relationship is in ... coordinating the resources of the bank to bring effective full service solutions to the company.

East West Bank

Portfolio Manager

Las Vegas, NV · On-site

$100K/yr

Ensure the portfolio administration and risk management of each client relationship is in ... coordinating the resources of the bank to bring effective full service solutions to the company.

Robert Half

Lease Admin Supervisor

Indianapolis, IN · On-site

$75K - $85K/yr

... lease administration activities for a growing real estate portfolio. This role leads a team responsible for maintaining accurate lease records, coordinating financial obligations, and supporting ...

Fairwinds

$90 - $130/hr

... partner coordination, and ongoing portfolio monitoring. * Analyze the financial condition ... What Makes You a Great Fit Bachelor's degree in Finance, Accounting, Business Administration, or a ...

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Portfolio Administration Coordinator information

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How much do portfolio administration coordinator jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for portfolio administration coordinator in the United States is $23.26, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $26.44 per hour, depending on experience, location, and employer.

What is a portfolio administration coordinator?

Portfolio Administration Coordinators are professionals who support the management of investment portfolios by handling administrative tasks such as processing transactions, maintaining records, preparing reports, and ensuring compliance with relevant regulations. They work closely with portfolio managers, analysts, and clients to facilitate smooth portfolio operations. Their role is crucial in ensuring the accuracy and efficiency of portfolio management processes, as well as effective communication between all stakeholders involved.

What are the key skills and qualifications needed to thrive as a portfolio administration coordinator?

To thrive as a Portfolio Administration Coordinator, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by a relevant degree or experience. Familiarity with portfolio management software, databases, and proficiency in Microsoft Excel are typically required, with additional value in certifications like CFA or related financial credentials. Excellent communication, problem-solving skills, and the ability to multitask are important soft skills for managing client expectations and supporting investment teams. These competencies ensure precise portfolio tracking, regulatory compliance, and effective coordination, which are critical for successful investment management.

What are the main challenges a portfolio administration coordinator faces when managing multiple client accounts simultaneously?

A key challenge for a Portfolio Administration Coordinator is efficiently balancing the needs of multiple clients while ensuring data accuracy and compliance with financial regulations. This requires strong organizational skills, attention to detail, and the ability to prioritize tasks such as processing account transactions, maintaining records, and preparing performance reports. Effective communication with portfolio managers, compliance teams, and clients is essential to resolve issues promptly and maintain strong client relationships. Staying updated with regulatory changes and internal processes also helps minimize errors and streamline workflow.

What is the difference between Portfolio Administration Coordinator vs Investment Analyst?

AspectPortfolio Administration CoordinatorInvestment Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonUsually a bachelor's degree in finance, economics, or related; CFA Level I or similar certifications are often preferred
Work EnvironmentSupports portfolio management teams, handles administrative tasks, and ensures compliance within financial firmsAnalyzes market data, evaluates investment opportunities, and provides recommendations to portfolio managers
Employer & Industry UsageUsed in asset management firms, banks, and financial services companiesCommon in investment firms, asset managers, and financial advisory companies

The Portfolio Administration Coordinator primarily handles administrative and compliance tasks supporting portfolio management, while the Investment Analyst focuses on analyzing investments and market data to inform decision-making. Both roles require finance-related education and certifications, but their core responsibilities differ significantly.

How much does a portfolio administration coordinator make?

The average salary for a portfolio administration coordinator typically ranges from $50,000 to $75,000 per year, depending on experience, location, and industry. Professionals in this role often require strong organizational skills and familiarity with portfolio management tools.
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Portfolio Administration Coordinator jobs near you
Infographic showing various Portfolio Administration Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,388 per year, or $23.3 per hour.

Portfolio Management Lead

Riverview

Vancouver, WA • On-site

$102K - $130K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 26 days ago

Key responsibilities

  • Oversee the administration and ongoing management of the commercial loan portfolio to support sound credit quality, timely monitoring, and compliance with internal policies and regulatory requirements.

  • Lead, manage, and develop a team of portfolio managers and commercial team assistants, including performance management, coaching, training, workflow oversight, and professional development.

  • Monitor portfolio performance, credit risk indicators, loan exceptions, maturities, past dues, covenant compliance, and other key reporting metrics.

Job description

You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve.
Job Summary: Directs the commercial portfolio management function and oversees a small team of portfolio managers. Responsible for ensuring effective portfolio administration, credit support, relationship management support, loan monitoring, reporting, and coordination of commercial banking activities. Provides leadership, process oversight, and technical guidance to support sound credit quality, efficient workflows, consistent client service, and achievement of commercial banking objectives.
The salary for this role will be between $102,000 and $130,000. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidates may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards
Job Functions:
  • Leads, manages, and develops a team of portfolio managers and commercial team assistants, including performance management, coaching, training, workflow oversight, and professional development.
  • Oversee the administration and ongoing management of the commercial loan portfolio to support sound credit quality, timely monitoring, and compliance with internal policies and regulatory requirements.
  • Partners with commercial relationship managers, credit administration, loan operations, treasury management, and other internal departments to ensure effective support for commercial clients and lending activities.
  • Provides guidance and oversight for credit analysis, loan renewals, covenant monitoring, borrowing base reviews, annual reviews, and other portfolio management activities.
  • Ensures portfolio managers and commercial team assistants provide timely and accurate support for loan origination, documentation, closing, funding, servicing, and ongoing relationship management activities.
  • Monitors portfolio performance, credit risk indicators, loan exceptions, maturities, past dues, covenant compliance, and other key reporting metrics.
  • Develops and implements processes, procedures, and best practices to improve portfolio management workflows, service quality, documentation accuracy, and operational efficiency.
  • Reviews and evaluates portfolio reporting, credit memoranda, loan presentations, and related documentation for quality, consistency, and completeness.
  • Supports commercial banking leadership in managing portfolio growth, risk management priorities, resource allocation, and team performance.
  • Facilitates communication and coordination among commercial banking, credit, loan operations, compliance, and client-facing teams to resolve issues and support timely execution.
  • Participates in client meetings, portfolio reviews, and internal credit discussions as needed to support relationship management and credit decision-making.
  • Ensures adherence to bank policies, credit standards, documentation requirements, compliance procedures, and applicable regulatory expectations.
  • Identify opportunities to enhance systems, reporting tools, team structures, and service delivery models that support the commercial banking function.
  • Prepares and presents portfolio updates, performance reports, staffing recommendations, process improvements, and risk management insights to senior leadership.

Typical Experience and Education:
Bachelor's degree in business administration, Finance, Accounting, Economics, or a related field, or equivalent combination of education and experience.
Five years of progressively responsible experience in commercial banking, portfolio management, credit administration, commercial lending, or a related banking function.
Knowledge, Skills, and Abilities:
  • Knowledge of commercial lending, portfolio management, credit analysis, loan structures, collateral documentation, and credit risk management practices.
  • Knowledge of banking regulations, loan policy requirements, documentation standards, and compliance expectations applicable to commercial lending.
  • Ability to lead, coach, and develop teams with varying levels of technical expertise and client support responsibility.
  • Ability to evaluate commercial credit information, portfolio trends, exceptions, and risk indicators.
  • Ability to manage workflows, prioritize competing demands, and ensure timely completion of portfolio management and commercial support activities.
  • Ability to build and maintain effective working relationships with commercial bankers, credit officers, loan operations, clients, and senior leadership.
  • Strong analytical, problem-solving, organizational, and decision-making skills.
  • Strong verbal, written, presentation, and interpersonal communication skills.
  • Proficiency with Microsoft Office applications, loan origination systems, core banking systems, CRM platforms, and reporting tools.
  • Ability to maintain confidentiality and exercise sound judgment in handling sensitive client and credit information.
  • Ability to manage multiple priorities in a fast-paced banking environment.

Technology & Innovation:
  • Demonstrated curiosity and adaptability in leveraging evolving digital tools and artificial intelligence (AI) to enhance work quality, efficiency, decision-making, and customer experience.
  • Willingness to continuously learn and responsibly apply emerging technologies in alignment with regulatory and ethical standards.

Physical Demands:
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computers and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform the functions.
Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.
Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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