Portfolio Administrator
Company: Intrua Financial, LLC
Location: Greenwood
Posted on: January 13, 2026
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Job Description:
Intrua Financial LLC, a leader in innovative financial solutions
and investment strategies, seeks a detail-oriented Portfolio
Administrator to support our commitment to sustainable wealth
management and growth. The ideal candidate will be responsible for
maintaining the accuracy and integrity of client portfolio
information, assisting in the management of client investments, and
providing key administrative support to our financial advisors.
This role is pivotal to enhancing our client relations and ensuring
the precision of financial planning and advisory services. Ensure
accurate maintenance and updates to client investment portfolios.
Collaborate closely with financial advisors to develop and
implement financial plans. Prepare regular portfolio performance
reports and financial documents. Assist in the reconciliation of
client accounts and transaction records. Provide administrative
assistance for client meetings, including preparation of
presentation materials. Handle client inquiries and provide timely
responses to resolve issues and enhance client satisfaction.
Implement compliance with legal regulations and internal policies.
Support the portfolio management team with ad-hoc projects and
tasks as needed. Strong proficiency in financial software and
Microsoft Office Suite. Excellent analytical and mathematical
skills. Effective communication and interpersonal skills. High
attention to detail and precision. Ability to manage multiple tasks
and tight deadlines. Knowledge of financial markets and investment
portfolio management. Medical Insurance Dental Insurance Vision
Insurance Life Insurance 401k Certification in Financial Planning
(CFP) - preferred Certified Investment Management Analyst (CIMA) -
advantageous
Keywords: Intrua Financial, LLC, Haltom City , Portfolio Administrator, Accounting, Auditing , Greenwood, Texas