Career Opportunities

Portfolio Administrator
Howland Capital Management LLC is a fast-growing $2+ billion investment management firm that is selectively seeking to add a Portfolio Administrator to join our team.  We are an independent, fee-only RIA located in Boston, MA and provide our clients with comprehensive wealth & investment management solutions.

Opportunity:
We partner with our clients and believe they deserve high quality client service. The ideal candidate for this position enjoys providing superior client service, has a solid underpinning in the investment/financial industry and enjoys working as part of a team and is also wiling to assist others as needed.  

Client service functions:
•	Be the primary onboarding specialist for new investment management clients
•	Work with a team of investment management professionals to provide administrative support in order to meet manager’s and clients’ day to day service needs
•	Interact with qualified custodian to facilitate client requests
•	Assist with creation of client meeting packages utilizing client information using various systems resources
•	Assist as needed with assorted other projects within the investment management group

Requirements:
•	Ability to prioritize and manage multiple tasks while maintaining a high level of detail
•	Strong written and verbal communication skills
•	Proficiency in MS Word, Excel, and PowerPoint
•	College degree required
•	2-5 years of relevant client service experience
•	Must be a team player

We offer an attractive compensation plan including competitive salary, opportunity for bonus and full suite of benefits along with the opportunity to be part of an authentic and energetic team!
Apply Now:

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