Portfolio Assistant
Core
Support Investment Counsellors in managing client relationships, preparing investment materials, and administering discretionary accounts for affluent clients.
Role type
Wealth management portfolio assistant
Builds
Client relationships and investment portfolio administration
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Client relationship management, investment product knowledge, data analysis, report generation, calendar coordination, risk management compliance
Preferred skills
CSC, CIRE, or CFA enrollment, telemarketing experience, marketing coordination
Technologies
Microsoft Office (Excel, Outlook, PowerPoint)
Responsibilities
Monitor sales/service performance targets, conduct telemarketing and outbound calls, coordinate marketing activities, resolve client complaints, analyze data for insights, prepare client meeting materials, manage client schedules
Seniority
Individual Contributor, entry to mid-level