Portfolio Assistant
Core
Provides administrative and operational support to the delivery of financial and investment planning and advice, while contributing to business growth through client acquisition and telemarketing.
Role type
Wealth Sales & Service Portfolio Assistant
Builds
Client relationships, sales performance, and business growth potential for the team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment process knowledge, proprietary product knowledge, client relationship management, telemarketing, data analysis, report generation, compliance adherence
Preferred skills
Investment industry licensing, advanced analytical skills, problem-solving
Technologies
Dashboards, reporting tools
Responsibilities
Monitor sales and service performance targets, conduct telemarketing and outbound calls, coordinate marketing activities, resolve client complaints, analyze data for insights, prepare client meeting materials, maintain client schedules, ensure risk and compliance adherence
Seniority
Mid-level, hands-on IC