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Portfolio Administration Coordinator Jobs (NOW HIRING)

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

Experience: Experience in trust administration, wealth management operations, portfolio ... Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading ...

RenaissanceRe

Portfolio Administrator

New York, NY · On-site

Investment Operations supports the evolving needs of the portfolio through continued focus on ... Support ongoing administration of custody accounts, coordinating across custodians, trustees and ...

RenaissanceRe

Portfolio Administrator

Manhattan, NY · On-site

Investment Operations supports the evolving needs of the portfolio through continued focus on ... Support ongoing administration of custody accounts, coordinating across custodians, trustees and ...

New

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 ...

East West Bank

Portfolio Manager

Las Vegas, NV

$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.

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Portfolio Administration Coordinator information

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How much do portfolio administration coordinator jobs pay per hour?

As of Aug 21, 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, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $48,388 per year, or $23.3 per hour.

Trust Portfolio Manager

Oregon Pacific Bank

Eugene, OR • On-site

$64K - $93K/yr

Full-time

Re-posted 5 days ago

Job description

Trust Portfolio Manager
Oregon Pacific Bank | Trust & Wealth Management

  • Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
  • Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
  • Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

JOB SPECIFICATIONS:

  • Education/ Experience: A combination of experience and relevant education totaling 5+ years.
    • Education: Bachelor’s degree in finance, accounting, economics, or business
    • Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
  • Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

CULTURE/WORK ENVIRONMENT:

Oregon Pacific Bank’s Trust & Wealth Management team offers a collaborative, community banking environment where you will have the opportunity to

  • Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
  • Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
  • Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
  • Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

RELATIONSHIPS:

  • Responsible to the Director of Trust and Wealth Management for the fulfillment of functions and responsibilities.
  • Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
  • Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

  • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
  • Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
  • Influence. Be an active player in participating, building and contributing to service.
  • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
  • Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
  • Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
  • Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.