Portfolio Administrator

Woodward Financial Advisors is seeking a Portfolio Administrator to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come become part of our team of hard-working, dedicated and fun-loving individuals!

Our Portfolio Administrator will make meaningful contributions to the firm immediately. This core role will be integral in leading our back-office functions and providing a high level of service to our internal client service teams as well as our end-clients.

We are very interested in you if you’re a dynamic team player who wants to be part of our successful growing group, is enthusiastic about helping people make the most meaningful use of their personal and financial resources, and is looking for a tremendous career opportunity.

How you will help clients:

• Manage the firm's investment performance reporting software.

• Serve as the go-to team member for anything related to custodial paperwork, including form preparation, obtaining client signatures, document submission and follow-up.

• Act as the firm’s primary trader, including both periodic rebalancing and ad hoc trading activities.

• Coordinate client portfolio rebalancing process and be responsible for maintaining internal portfolio documentation.

• Provide support for our client portal, which includes account aggregation and a document vault

• Maintain our records to ensure that clients take all required minimum distributions from retirement accounts.

• Serve as the firm's administrator for our managed 529 college savings accounts

• Assist with developing and refining internal work flow systems, including implementing adjustments to business processes in our client relationship management (CRM) software.

• Implement updates to the assumptions and settings in the firm's financial planning software.

• Stay up-to-date on best practices and recent developments in the back-office/operations side of the wealth management industry.

• Contribute to the firm’s culture of business development (e.g., writing blog posts, posting to social media, planning and attending client events, networking, etc.).

You are a good fit if you:

• Are supremely organized and intensely detail-oriented

• Have a demonstrated affinity for operations and procedures

• Can identify and meet client and custodian needs and requirements on time

• Are a self-starter with a passion for delivering exceptional client-centered service

• Possess strong analytical skills

• Possess exceptional interpersonal skills

• Can work independently, performing multiple tasks efficiently and seeing them through to completion

• Show confidence when dealing with clients and fellow team members

• Can write clearly and concisely

• Have a Bachelor’s degree or higher

• Have a good working knowledge of the Microsoft Office suite

You are a GREAT fit if you:

• Have all the qualities just mentioned, plus…

• Have always wanted a job title of “Problem Solver”

• Live for organization, structure and systems, yet can still think creatively

• Know that it’s always paying attention to the little things that separates the good from the great

• Derive immense satisfaction when forms are filled out correctly

• Have an unexplainable love of checklists, processes and procedures

• Find yourself thinking about how different systems run and how you could improve them

• Get really irritated when things don’t work they way they’re supposed to

• Have not only heard of the TD Ameritrade Institutional and Fidelity Institutional custodial platforms, Morningstar Office, Salesforce, and MoneyGuide Pro, but have experience working with them.

• Consistently wonder how you can make a positive lasting difference in someone’s life

Who we are:

Our firm’s culture and human capital are our most important assets. In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:

• Competitive base salary with performance-based pay program and career track

• Health, dental and vision insurance

• 401k, with annual safe-harbor employer contribution

• Health Savings Account with annual employer contribution

• Educational reimbursements (continued education, conference attendance, training budget, etc.) and paid professional dues

• Mentorship and learning opportunities in a collaborative team environment

• One month paid sabbatical after being with the firm for five years, and every five years thereafter

Where we live:

Pursuing a career in Chapel Hill, NC means you will enjoy a historical trend-setting location full of sights, a multicultural university town, and a great quality of life. We are:

• Located midway between the beautiful Blue Ridge Mountains and wonderful sandy beaches of the NC coast

• Home to the University of North Carolina, the oldest state supported university in the United States

• On the 2018 list of “Best Workplaces for Commuters”

• Ranked #3 on Newsmax magazine’s list of “Top 25 Most Uniquely American Cities and Towns”