Portfolio Administrator - Commonwealth Financial Network

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the PPS Direct Operations department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a portfolio administrator to join our ranks. In this role, you will play an integral part in the timely and accurate processing of our business, in addition to supporting the processing of the Sub-Advised and Strategist program in Commonwealth’s PPS platform.

Key Responsibilities

• Working with PPS Direct/Select traders to ensure the timely trading of accounts
• Monitoring and handling BOS queue cases
• Reviewing and handling all task items for the Envestnet program
• Creating and running reports
• Maintaining accuracy in the trading system data
• Servicing advisors who call into our phone queue

Core Strengths and Skills

• Ability and willingness to learn new things
• Excellent organizational skills
• Extremely detail oriented
• Exemplary customer service skills

Additional Skills and Knowledge

• 1–2 years of financial services experience
• FINRA Series 7 securities registration preferred, or willing to obtain within six months
• Understanding of Microsoft Word, Excel, and Outlook
• Working knowledge of BOS and FBSI

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.   

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.   

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