Portfolio Administrator

Company: Intrua Financial, LLC
Location: Greenwood
Posted on: January 13, 2026

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