Portfolio Administrator/Client Service Associate
At West Financial Services, we have spent over 35 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable asset….our staff.
About The Job
West Financial is currently recruiting a Portfolio Administrator/Customer Service Associate. If you are the chosen candidate, you will be supporting the Relationship Managers, Portfolio Managers, and the Director of Portfolio Administration with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.
Areas of focus:
- Client services
- Account administration
- Reports administration and quarterly invoicing
- Position requires a bachelor degree in business/finance preferred
- Experience in the investment industry is necessary
- Interpersonal skills to effectively deal with all types of people
- Commitment to providing excellent client service
- Strong organization skills, with accuracy and attention to detail
- Expertise with portfolio management software; Tamarac AdvisorView is highly desirable
- Strong experience with Microsoft products including Word and Excel
We pay competitively to Market, and offer a 401(k) plan with employer match – both pre-and post-tax contributions. We also offer an Employee Stock Purchase Plan along with the following benefits:
- Free Banking, including discounts on loans
- Paid Time Off
- Tuition Assistance
In addition for employees who work 30 hours per week:
- Incentive opportunities
- Medical, Dental and Vision Insurance
- Paid Parental Leave
- Life Insurance
- Health Care and Dependent Care Flexible Spending Accounts
West Financial Services, a subsidiary of Sandy Spring Bank, is an equal employment opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment substance abuse testing.
If you require a reasonable accommodation to apply for a position with Sandy Spring Bank, please call our job line at 1-800-399-5919 and select option 5. Requests are considered on a case-by-case basis.