Portfolio Assistant
Core
Provides administrative and operational support for financial and investment planning, managing client relationships, data reporting, and compliance processes.
Role type
Mid-level IC portfolio assistant (wealth management)
Builds
Client service experiences, investment reports, and strategic initiative tracking
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, data analysis and reporting, regulatory compliance knowledge, product knowledge, calendar coordination, conflict resolution
Preferred skills
Investment process expertise, marketing coordination, risk management framework application
Technologies
Dashboards, reporting tools, CRM systems
Responsibilities
Build and maintain client relationships through acquisition and referrals; gather and format data into regular and ad-hoc reports and dashboards; manage client requests and resolve complaints; coordinate client meetings and office coverage; execute strategic initiatives and track metrics; ensure adherence to risk and compliance policies.
Seniority
Mid-level, hands-on IC