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Portfolio Administrator — Client Services & Custodian Ops

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Canterbury Consulting
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Services
Job Description & How to Apply Below
A leading investment advisory firm in Newport Beach is seeking a Portfolio Administrator to join their Client Services team. The ideal candidate will have over 3 years' experience in client service in finance and will play a critical role in managing client portfolios and processing trades. Responsibilities include liaising with custodians, ensuring accurate documentation, and delivering exceptional service to clients.

The firm values attention to detail and offers a hybrid work environment with comprehensive benefits.
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