The average salary for a Portfolio Administrator with Portfolio Management skills is $54,045.
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$36k - $73k
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$36k - $69k
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Job Description for Portfolio Administrator
Portfolio administrators are responsible for the accurate and timely implementation of client accounts. Some of their basic job duties include providing direct service to assigned clients, coordinating various reports and reviews, preparing financial statement request letters, and following up for information. Portfolio administrators also assist in the collection of delinquent accounts and tax payments as necessary. Most portfolio administrators work for banks or other financial institutions. …Read more
Portfolio Administrator Tasks
- Read, interpret and manage portfolio documents.
- Manage compliance and regulatory adherence across the portfolio and for reporting.
- Process and reconcile daily, weekly and monthly balances.
- Review data, create reports and understand the current state of the portfolio.
- Set up, maintain and evaluate accounts.
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Popular Skills for Portfolio Administrator
Skills in Reconciliation and Account Management are correlated to pay that is above average. Skills that pay less than market rate include Microsoft Office, Data Analysis and Microsoft Excel.
Years of Experience
This data is based on 12 survey responses.
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