The average salary for a Portfolio Administrator in Charlotte, North Carolina is $50,750.
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$41k - $69k
$968 - $4k
$41k - $71k
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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.
Popular Employer Salaries for Portfolio Administrator
Explore the most common career paths for Portfolio Administrator. Thickness and color of lines indicates popularity of movement from one job to the next. Visit our career path planner to research other job paths.
More common (> 20%)
Somewhat common (8 - 20%)
Less common (< 8%)
Portfolio Administrator Job Listings
Pay Difference by Location
Learn more about cost of living by city.
Employees with Portfolio Administrator in their job title in New York, New York earn an average of 29.2% more than the national average. These job titles also find higher than average salaries in San Francisco, California (26.6% more) and Richmond, Virginia (10.3% more).
Years of Experience
This data is based on 8 survey responses.
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