Portfolio Administrator

Portfolio Administrator

Charleston Financial Advisors, LLC is an independent, fee-only financial planning and asset management firm. We are committed to helping our clients experience success and peace of mind through the progressive realization of their goals. The portfolio administrator is an operations position for an organized, detail-loving individual. We pride ourselves on our friendly and flexible work environment. 

In this role you will:

• Maintain client portfolios through review and rebalancing.

• Ensure portfolio management software data is correct and updated.

• Execute trades for client accounts.

• Manage special and seasonal projects such as IRA contributions and distributions, annual trust reporting, partial Roth conversions, etc.

• Manage quarterly reports and billing.

• Research various financial topics as it applies to client situations.

• Contribute to the strategic thinking of the team.

Desired traits include:

• A naturally curious problem solver.

• Detail oriented.

• Learns new things easily.

Benefits

• 401k Match

• Employer sponsored health insurance

• Professional growth & development

• Flexible work hours

• Opportunities for advancement

• Competitive salary & bonus potential