Client Account Administrator - Family Office
Created at: November 13, 2025 00:39
Company: FL Putnam Investment Management
Location: New York, NY, 10001
Job Description:
We are seeking a Client Account Administrator to be dedicated to Family Office and larger clients ($25 million AUM & above). The Client Account Administrator will be responsible for the following duties: Maintain comprehensive and up-to-date records of all investment data across client portfolios in Addepar and other platforms; ensure data integrity and consistency across multiple clients and investment vehicles Add new clients, their accounts, and investments to Addepar. Utilize Addepar platfo…