Howland Capital Management is seeking a portfolio administrator assistant for our investment firm. The preferred candidate will be an exceptionally detail-oriented, energetic self-starter who can work in a group setting, as well as independently. You will possess excellent written and verbal communication skills, analytical and problem solving skills as well as the ability to think creatively and shift gears in a fast paced environment. The ability to collaborate as a team player and see "the big picture" is a must. You must be highly organized and use your time efficiently. You should be self-motivated and a problem solver. You should be very proficient with Microsoft Office, Adobe Acrobat, and be internet savvy. It is essential that you have the desire and ability to learn new software.
This position provides administrative support to the portfolio managers and clients. The portfolio administrator is responsible for taking incoming client calls and assisting them with requests, completion of client, custodian, and firm paperwork and maintaining schedules for portfolio managers. This role requires interaction with all departments and levels of management.
Responsibilities will include providing executive level administrative support to the portfolio management team and portfolio administrator team. Candidate will be responsible for, but not limited to: • Answer incoming calls to portfolio managers • Communicate with clients daily through phone, email or in person and assist with requests • Process cash and security related requests, pay bills and process gifts on behalf of clients • Heavy use of CRM for tracking client requests and client maintenance • Monitor cash positions and overdrafts • Maintain organized Outlook calendar and schedule meetings • Assist portfolio manager(s) with client related requests, sorting mail, meeting preparation, etc. • Prepare necessary reports/books for client meetings • Opening and closing client accounts • Work with estate documents, Trusts and Wills • Assist with preparation and mailing of quarterly letters/EMC • Interacting with custodian and other vendors on a daily basis
Qualifications • Bachelor's degree and/or a minimum of 2 years of experience • Excellent phone presence, verbal and written skills are required • Able to work under tight deadlines and multitask • Ability to work independently and collaboratively • Demonstrates organizational skills with great attention to detail • High energy individual with flexibility and ability to retain calm demeanor under pressure • Proficiency in MS Office products is required (Word, Outlook, Excel) • Prior experience in any of the following services is required: Finance services firm, accounting, paralegal or customer service • Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance. • There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.