Job Description

Job Description

Job Description

Join an exciting and award winning Wealth Management Firm in Phoenix! Hybrid, and bonus/profit sharing!

This Jobot Job is hosted by: Dan Asher
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $75,000 - $85,000 per year

A bit about us:

Top-ranked Wealth Management Firm in Phoenix looking to hire a full-time Portfolio Administrator Specialist. Our client has been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.

Why join us?

• Bonus and Profit Sharing (8% of salary total)
• Just earned "Best Places To Work” For the 11th Consecutive Year!
• Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
• Excellent Work/Life balance and 4 weeks PTO
• 401(k) plan with 100% vested company match
• Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
• Collaborative, fun, flexible work environment
• Hybrid Schedule - 2 days a week work from home

Job Details

$75k-$85k Salary + 8% bonus

Duties and responsibilities include:

• Determining specific security trades to be made in client portfolios to implement directives from client advisors, considering the client’s target allocation, specific tax situation and other factors
• Entering trade instructions in portfolio accounting software (Tamarac Rebalancer – migrating to Adepar)
• Maintaining the integrity and accuracy of data in portfolio accounting software
• Reconciling and documenting trade data
• Facilitating client cash movements as directed by client advisors
• Communicating with third-party custodians and external advisors
• Creating periodic reports for our management team and Chief Compliance Officer

Desired Qualifications:

• 2-4 years of financial services industry experience, preferably in the wealth management field
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Familiarity with Tamarac/Adepar Rebalancer, SalesForce and/or Portfolio Center applications
• Extremely detail-oriented, organized, and thorough
• Ability to prioritize effectively amongst a variety of tasks and manage deadlines effectively
• Excellent communication skills, both written and verbal
• A positive, service-oriented attitude
• A collaborative mindset to work effectively with other team members in a friendly, smaller-company, entrepreneurial environment
• Experience with Microsoft Excel in a financial context
• Series 65 license preferred, not required for consideration but must be willing to obtain (paid for by client) within 1 year

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Job Tags

Full time, Local area, Flexible hours, 2 days per week,

Similar Jobs