The Portfolio Administrator is a full-time position that supports the operations of Hanson+Doremus, an independent SEC-registered investment advisor offering portfolio management and financial advice to individuals, businesses, and endowments. The Portfolio Administrator’s responsibilities will span client service, account maintenance and reporting, trading support, and compliance. In addition, the Portfolio Administrator works closely with the firm’s portfolio managers as they formulate and deliver investment strategies to firm clients.
Applicants should have excellent organizational and interpersonal skills, an ability to handle multiple projects at the same time, and an affinity for learning and improving processes. The position requires strong communications skills whether by phone, in writing, or face-to-face interactions. A client service background and experience using multiple software applications are a plus.
Hanson+Doremus offers a flexible, collegial work environment as well competitive compensation and benefits. Advancement opportunities always are available to successful candidates.
Hanson+Doremus is an investment advisor offering integrated investment management and financial planning to individuals, businesses, and endowments. Founded in 1995 in Burlington, Vermont, the firm works with over 500 clients across the country and is regulated by the U.S. Securities exchange Commission.
Please email your resume to: Jordan@hansondoremus.com