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About the Role

The Portfolio Administrator works directly with Wealth Managers to implement and maintain client portfolios, address client needs, and provide superb client service. This role involves significant direct client contact and requires excellent communication and organizational skills.

Responsibilities

• Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner
• Monitor a joint email inbox and Business Process workflow queue throughout the day as part of a team
• Assist client service teams with complex portfolio needs for Ultra High New Worth (UHNW) clients
• Show initiative and take ownership of each task from start to finish
• Communicate effectively in a positive manner to teammates via in-person, instant messaging, and email
• Establish appropriate accounts for new and existing clients and process account/asset transfers
• Assist in general client account maintenance, including cash needs, address changes, and adding account features
• Generate and review quarterly performance reports, tax reports, and investment management fee bills
• Build and maintain relationships with clients and Wealth Managers
• Troubleshoot and problem-solve complex issues internally and with custodians
• Become a subject matter expert on Client Service Operations policies and procedures
• Participate in continued growth planning and process engineering, developing solutions and proposing new ways of working
• Maintain client documents and records in accordance with compliance policies
• Perform other duties as assigned

Requirements

• A PRO in Word and Excel
• Knowledge of and/or experience with Black Diamond is a plus
• Knowledge of and/or experience with Salesforce is a plus
• An EXCELLENT communicator (written, verbal, and ability to make needs understood clearly and professionally)
• HIGHLY organized and capable of handling multiple tasks simultaneously
• EXTREMELY meticulous with a high degree of accuracy
• A COLLABORATOR who will mentor and help others
• Genuinely care about serving and caring for other people
• 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 experience is a plus
• Team lead or people management experience is a plus
• Single and Multi-Family Office Experience is preferred
• Experience with Private Investments is preferred
• Ability to learn and memorize tasks, execute tasks independently, apply knowledge, and use judgment
• Ability to occasionally exert up to 10 pounds of force
• Ability to perform repetitive motions and substantial movements of the wrists, hands, and fingers
• Ability to use near visual acuity for document preparation, computer operation, and reading
• Ability to speak and hear to communicate with team members and clients
• Must disclose securities holdings and transactions and adhere to trading restrictions

Skills

• Client Service
• Communication
• Organization
• Attention to Detail
• Collaboration
• Problem-Solving
• Initiative
• Teamwork
• Relationship Building
• Process Engineering

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• Minimum of 5 years of experience in client service
• Team lead or people management experience is a plus
• Single and Multi-Family Office Experience is preferred
• Experience with Private Investments is preferred

Education Level

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

Benefits

• Collaborative and fun work environment
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance

About the Company

• Aspiriant is a leading, independent, 100% employee-owned wealth management firm.
• Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission.
• We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
• Our mission is to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams.
• We value intellectual intensity, collaboration, and compassion.
• Our relationships with clients are professional first and foremost; they are also warm, passionate and genuine.
• Aspiriant is committed to diversity, inclusion and belonging.
• A diverse and inclusive culture is essential to providing the best to both our clients and our people.
• Including a variety of perspectives in all that we do is necessary for our innovation and growth.
• We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
• Aspiriant is a Registered Investment Adviser, subject to SEC regulation.

Equal Opportunity

• As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.