Portfolio Administrator

Portfolio Administrator

This individual will work closely with all staff members, including those in operations, client service and portfolio management, to assist in the day-to-day management of the firm's accounts and relationships. This position is required to maintain a high degree of confidentiality with respect to client and company information.

Qualifications / Requirements :

• Bachelor's degree and / or 2+ years of experience in Finance / Accounting preferred
• Ability to work independently in a fast-paced, deadline-oriented environment
• Strong written and oral communication skills
• Proficient in Microsoft programs including Word, Excel, and Outlook
• Highly organized and detail oriented, able to manage multiple demands and competing priorities
• Ability to work with a variety of personalities in a team environment
• Ability and desire to take on additional responsibilities to support career progression

Duties :

What We Offer :

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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