Found Description
About Raintree Wealth Management
Raintree Wealth Management is a growing discretionary portfolio management firm providing globally diversified, actively managed investment solutions for private clients, foundations, and family offices. Our focus on disciplined risk management, global asset allocation, and high‑touch client service defines our culture and our standards.
We are seeking a Portfolio Administrator to join the operations and client service team.
We offer flexible work arrangements, including the possibility of a fully remote setup, depending on the successful candidate’s location.
Role Overview
The Portfolio Administrator supports the firm’s client servicing and operational functions, with a primary focus on client transactions, account onboarding, and administrative execution. This role is ideal for an experienced operations professional looking to grow within a discretionary portfolio management firm.
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