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…


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