Portfolio Administrator (Private Banking)

Location: In-office in Cleveland, Ohio (44114), United States

Base salary: $52,500–$87,500 per year, plus incentive eligibility.

Company

hirify.global is a financial services company with a Private Banking organization focused on investment management and client account services.

What you will do

• Administer investment management, IRA, and other non-trust accounts in accordance with legal and fiduciary requirements.
• Apply governing documents, state law, and internal policies and procedures to assigned accounts.
• Complete administrative account reviews and resolve routine issues with limited complexity.
• Use hirify.global Private Bank systems to support investment management for a portfolio of accounts.
• Provide investment support and administrative assistance where required by the business segment.
• Collaborate with internal partners, escalating known or anticipated account and client concerns.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Typically less than one year of professional experience or successful completion of a formal development program.
• Knowledge of account management, fiduciary responsibilities, problem solving, effective communication, and accuracy.
• Ability to manage risk and follow the Enterprise Risk Management Framework.
• Must work in the Cleveland, Ohio office; hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on respect, collaboration, customer service, and risk management.
• Medical, prescription drug, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and tenure.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.