Description We are offering an exciting opportunity for a Portfolio Administrator to join our team based in New York, New York, 10016, United States. In this role, you will be tasked with the responsibility of managing customer portfolios, maintaining meticulous customer records, and dealing with customer queries. Moreover, you will be expected to monitor customer accounts and take the necessary actions where required. Responsibilities: • Accurately and efficiently process customer portfolio applications • Keep up-to-date and precise records of customer portfolios • Resolve any customer inquiries that may arise in a timely manner • Continually monitor customer accounts and initiate appropriate actions when necessary • Utilize Microsoft Office Suites to maintain and manage customer records and data • Carry out Ad Hoc Financial tasks as required • Perform various office functions to ensure smooth operation of the portfolio administration process. Requirements • Proficiency in Microsoft Office Suites • Ability to perform ad hoc financial analyses • Experience in managing office functions Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .