Portfolio Administrator

Canterbury Consultingorporated

Job Location:

Newport Beach, CA - USA

Yearly Salary: $ 71000 - 75000

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Profit sharing
Vision insurance

About Canterbury Consulting

Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations

and family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury is the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk

management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the

Orange County Business Journal and Pensions and Investments Magazine 2020-2024.

Canterbury Consulting is deeply committed to cultivating a dynamic collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individuals unique skills and experiences contribute to greater experiences for all. Through a culture of respect accountability and teamwork we empower our people to have a real impact on their clients and the community.

Portfolio Administrator at Canterbury Consulting

When you join Canterbury as a Portfolio Administrator on our Client Services team you will have a direct impact on the investment success of foundations endowments and families through your work implementing changes to client investment portfolios and the accurate and timely processing of trades and money addition our Client Services team manages all aspects of the custodian relationship on behalf of our clients.

The Portfolio Administrator at Canterbury Consulting is a critical part of our clients success and is a challenging and rewarding role for the right individual.

The primary responsibilities of Portfolio Administrators are:

Administer the implementation of client portfolio rebalances for our family office clients.
Be a primary point of contact for all client custodian relationships as well as with money managers.
Preparation of manager documentation as required for rebalancing; including subscriptions additions and redemptions.
Preparation of custodial documentation as required for rebalancing; including new account applications trading authorizations and wire transfers.
Acts as a primary point of contact with all client custodians and money managers.
Process daily operational workflow and ensure the quality accuracy and integrity of the workflow process.
Act as a liaison between custodians and our clients and interact frequently and professionally with other members of the Canterbury team.
Serve as a key member of a dedicated team focused on providing exceptional service to family office clients.
Demonstrate a passion for self-starting proactively identifying and addressing client needs without the need for constant direction.
Ask insightful and detailed questions to gain a deep understanding of each familys unique planning requirements and goals.
Perform other duties as assigned.

At Canterbury we expect our Portfolio Administrators to learn at a fast pace in a demanding environment and demonstrate excellent problem solving and troubleshooting skills. From your first day on the job you will be an integral part of the process in helping our clients achieve

investment success.

Required Skills & Qualifications

Experience:

3 years of client service or back-office support at a banking institution money management or RIA (Registered Investment Advisor) firm.
Proven track record in high-pressure dynamic environments.

Education:

Bachelors degree; preferably in Finance and Economics.

Technical Skills:

Proficiency in Microsoft Office Suite SharePoint and project management tools.
Familiarity with virtual collaboration platforms (Teams Zoom).

Core Competencies:

Extremely high-level attention to detail and quality of work.
Advanced organizational and time-management skills.
Excellent written and verbal communication abilities.
High level of discretion and integrity.
Proactive problem-solving and decision-making skills.

Preferred Attributes

Strong interpersonal skills and emotional intelligence.
Adaptability to shifting priorities and last-minute changes.
Strong work ethic attention to detail and the ability to work both independently and as part of a collaborative team.

Benefits

Benefits package includes medical dental life disability and vision insurance.
401k program with a company match.
Profit sharing plan.
12 paid holidays and 17 days of paid time off the first year of employment.
Hybrid work schedule: Work-from-home Mondays & Fridays in-office Tuesdays to Thursdays.

Physical Requirements

Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods.
Manual Dexterity: Frequently operates a computer and other office equipment.
Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy.
Mobility: Occasionally move objects up to 25 pounds.

Work Environment

Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures.
Collaboration: Collaborative and team-oriented culture with regular staff meetings and events.
Communication: Must be able to communicate effectively with team members and clients.

How to Apply

Please complete your application on our Career Portal at Canterbury Consulting Incorporated.

Accommodation Statement

Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability please contact Human Resources at

Compensation: $71000.00 - $75000.00 per year

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.

Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA with 65 employees. Canterbury provides consulting services to tax-exempt organizations including community foundations educational endowments religious organizations arts and cultural foundations and health care organizations as well as family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal inand 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management inand 2020.

Required Experience:

Unclear Seniority

Benefits:401(k)Dental insuranceHealth insurancePaid time offProfit sharingVision insuranceAbout Canterbury ConsultingCanterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments rel...