Commonwealth Financial Network

  • Asset Management Portfolio Administrator

    Job Locations US-MA-Waltham
    Job ID
    W-2018
    # of Openings
    1
    Category
    PPS Direct Operations
    Type
    Full-Time
  • Overview

    You may be early on in your financial services career, but your analytical skills are top-notch and your attention to detail is razor sharp, too. Fast-paced environments and high expectations don’t deter you.

     

    Commonwealth’s Preferred Portfolio Services® (PPS) Direct/Select team is looking to add a portfolio administrator with these strengths to its ranks. In this role, you would play an integral part in the timely and accurate processing of our business, in addition to supporting the processing of the subadvised and strategist program held within 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 the accuracy of the data in the trading system
    • Servicing advisors who call into our phone queue

    Core strengths

    • 1–2 years of financial services experience
    • Self-starter; comfortable and confident working independently
    • Ability and willingness to learn new things
    • FINRA Series 7 securities registration
    • Excellent organizational skills
    • Extremely detailed oriented
    • Exemplary customer service skills
    • Knowledge 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? Let’s introduce ourselves.

     

    About Commonwealth—and Our Anything but Common® Culture

     

    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

     

    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

     

    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

     

    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

     

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