Portfolio Administrator

Overview

Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. We’re seeking an energetic crew member for Portfolio Administrator with Gradient Investments. Gradient Investments is an independent, SEC registered investment advisor firm.

It’s time to take your career to a higher altitude with Gradient Financial Group. Visit https://(Use the "Apply for this Job" box below). to learn more about our values, leadership team, career paths, benefits and more!

Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off (PTO)
• Volunteer time off (VTO)
• Hybrid remote work options
• 401K
• Life Insurance
• Flexible schedules
• Monthly Social Activities
• Casual dress code
• Professional development

• High School Diploma or GED – Required
• Bachelor’s Degree - Preferred
• 2+ years of financial services and/or investment industry – Required
• Basic knowledge of investment products and account types
• Proficient skill in collecting, analyzing, and organizing complex data
• Proficient skill in organization, completing assignments accurately and with attention to detail
• Proficient skill in Excel
• Advanced analytical and problem-solving skills
• Proficient ability to consider multiple perspectives, including, but not limited to, those of Financial Service Professionals and other Gradient Companies

• Update, maintain, and improve existing analytical tools and processes
• Work effectively in a team environment
• Work with the trade team internally and at the custodial level across multiple systems;
  Schwab, Orion, etc
• Prepare daily trade report for new money & securities received in client accounts
• Fee billing and performance reporting across 10,000+ accounts on a quarterly and ad hoc basis
• Assist the Portfolio Managers with projects as needed; PPT, charts, graphs, etc.
• Manage internal and external customer relationships; partner with team members to ensure and maintain positive relationship management
• Assist with cross-training for growth of team members
• Be a resource to team members to answer questions on client correspondence, processes, procedures and all other as necessary
• Provide direct correspondence and support for FSP inquiries, including calls, emails and face-to-face; assist team members with elevated inquiries
• All other duties as assigned

Whether your flight begins at our Minnesota or Kansas office, we’re committed to your ascent to your career’s maximum altitude. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our company and the industry. We’re committed to our crew members in a way that truly shows that at Gradient, the sky really is the limit.