Portfolio Administrator at Intrua Financial, LLC

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Mar, 26

Salary

0.0

Posted On

04 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Attention to Detail, Customer Service, Teamwork, Organizational Skills, Time Management, Prioritization, Confidentiality, Investment Knowledge, Trading, Portfolio Management, Data Entry, Communication Skills, Learning Agility, Financial Markets Knowledge

Industry

Financial Services

Description

Description Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements Required Qualifications: Understanding of basic investments Bachelor’s degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities

Responsibilities

The Portfolio Administrator will execute trading for client portfolios and respond to service requests from the advisory teams. They will also participate in portfolio construction, rebalancing, and management while providing timely monitoring of client portfolios.