The average salary for a Portfolio Administrator with Microsoft Excel skills is $51,010.
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$38k - $73k
$1k - $7k
$0 - $1k
$38k - $70k
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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.
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
Popular Skills for Portfolio Administrator
Skills in Reconciliation, Data Analysis, Portfolio Management, Account Management and Client Interaction are correlated to pay that is above average.
Years of Experience
This data is based on 17 survey responses.
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