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Portfolio Administrator

Shelton, CT 06484

Posted: 11/25/2024 Industry: Accounting/Finance Job Number: JF950808114 Pay Rate: $60000 / year

Job Description

Lighthouse Professional Services a division of Staffing 360 Solutions group, is proud to be a “Best in Staffing 2023” award winner. We have over 50 years of experience placing people with small and global companies. Our offices in New York, Connecticut, and Massachusetts serve clients nationwide.  We are currently seeking a Portfolio Administrator for a client in Shelton, CT.
Duration: Direct Hire
Location: Shelton, CT Hybrid (4 days onsite)Pay Rate: $60K Must have familiarity with investments.
Job Opportunity
  • Portfolio Administrator with an investment advisory firm with over $1 billion in assets under management, located in Shelton CT.
  • We seek a goal-oriented professional who is intellectually curious and interested in growing with the firm. The successful candidate will be part of a team that helps with the investment administration of customized portfolio strategies for client accounts. 
 Job Responsibilities
  • Accurate and timely implementation to multiple client accounts of portfolio and asset changes 
  • Investment of new client accounts and deposits to existing accounts
  • Daily communication by phone and email with bank trust officers, transfer agents and custodians, as well as potentially with direct clients and their representatives.
  • Scheduled reviews of client accounts to ensure compliance with guidelines
  • Documentation of workflow for compliance purposes
 Personal Skills
  • Ability to work in a team.
  • Strong oral and written communication skills
  • Strong computer skills, with proficiency in Excel and the rest of the Microsoft Office suite. 
  • Organized and attentive to detail
  • Strong mathematical skills required
  • Experience with Indata iPM is a plus.
 Education
  • Bachelor’s degree in business, finance, or economics.
 Work Experience
  • Minimum of 2 years relevant experience preferred
  • Experience working with accounting software. 

#LP360

Meet Your Recruiter

Lauren Ayala
Staffing Specialist

Lauren joined the Shelton office of Lighthouse Professional Services in August 2021 as a Staffing Specialist, focusing on finding candidates for the A&F, customer service and administrative roles.

Lauren graduated from Saint Anselm College in New Hampshire with a Communication degree and a Fine Arts minor. She has a diverse background including human resources and administrative positions as well as hospitality and Martial Arts instruction positions.

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About Shelton, CT

Discover exciting job opportunities in Shelton, Connecticut today! Nestled in the scenic New England region, Shelton offers a perfect blend of historic charm and modern innovation. With renowned art galleries like the Jones Family Farms and Shelton Historical Society, as well as the beautifully preserved Beardsley Park showcasing the town's natural beauty, there is no shortage of culture and outdoor activities to enjoy. Join a thriving community with top-notch dining options like Liquid Lunch and scenic spots like the Shelton Riverwalk to unwind after work. Don't miss out on a chance to advance your career in this vibrant and welcoming town!
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