Portfolio Administrator

Location: On-site in Portland, Maine, United States

Salary: $60,000–$70,000 per year

Company

hirify.global is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.

What you will do

• Partner with portfolio and relationship managers to serve assigned clients and support other clients as needed.
• Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
• Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.
• Collaborate with the client services team to improve processes and maintain accurate onboarding and account management.
• Support compliance activities as assigned.

Requirements

• Bachelor’s degree or other formal education in a financial services-related field, or at least 10 years of relevant experience in lieu of education.
• At least five years of successful client service experience in a financial services-related field.
• Working knowledge of Microsoft Office, Black Diamond, WealthBox, Adobe, and other applicable software.
• Self-directed approach with the ability to work independently under minimal to moderate supervision.
• Demonstrated accuracy and strong attention to detail.

Culture & Benefits

• Full-time, in-office role with a collaborative team approach.
• Generous paid time off.
• Retirement plan with employer match.
• Medical, dental, and vision coverage.
• Health Savings Account.
• Paid garage parking in downtown Portland.