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Aspiriant · 23 hours ago

Portfolio Administrator - Financial Services

Austin, TX

Full-time

Hybrid

Senior Level

$70K/yr - $80K/yr

5+ years exp

Aspiriant is a leading, independent, 100% employee-owned wealth management firm seeking a Portfolio Administrator to join their Client Service Operations Team. The role involves working closely with Wealth Managers to implement and maintain client portfolios while providing exceptional client service and support to Ultra High Net Worth clients.

Financial ServicesPersonal FinanceWealth Management

Work & Life Balance

Responsibilities

Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner

Be part of a team of 3-5 people monitoring a joint email inbox and Business Process workflow queue throughout the day

Be part of client service teams supporting our Ultra High New Worth (UHNW) clients with complex portfolio needs

Show initiative and take ownership of each task from start to finish

Communicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the day

Establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians

Assist in general client account maintenance such as cash needs, address changes, and adding additional account features

Generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each

Build and maintain relationships with clients and Wealth Managers across the firm

Trouble shoot and use your skills to problem solve complex issues internally and with custodians

Become a subject matter expert on Client Service Operations policies and procedures

Participate in the continued growth planning and process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively

Maintain client documents and records in accordance with compliance policies including filing hardcopies and/or scanning of documents

Other duties as assigned

Qualification

Client servicePortfolio managementCommunicationWordExcelOrganizational skillsFinancial services experiencePrivate investments experienceCollaborationAttention to detailProblem solvingTeam leadership

Required

Superb and highly polished client service skills

Ability to answer a high volume of requests from clients and Wealth Managers in a timely and professional manner

Ability to monitor a joint email inbox and Business Process workflow queue throughout the day

Ability to support Ultra High Net Worth (UHNW) clients with complex portfolio needs

Initiative and ownership of each task from start to finish

Effective communication skills in a positive manner to teammates in person, through instant messaging, and emails

Ability to establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians

Assistance in general client account maintenance such as cash needs, address changes, and adding additional account features

Ability to generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each

Ability to build and maintain relationships with clients and Wealth Managers across the firm

Troubleshooting and problem-solving skills for complex issues internally and with custodians

Subject matter expertise on Client Service Operations policies and procedures

Participation in the continued growth planning and process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively

Maintenance of client documents and records in accordance with compliance policies including filing hardcopies and/or scanning of documents

Bachelor's degree or equivalent experience in business, accounting, finance, economics, or related field

Minimum of 5 years of experience in client service; financial services or an investment management firm a plus

Team lead or people management experience a plus