Portfolio Assistant, Private Wealth
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 marketing activities.
Role type
Senior IC portfolio assistant (private wealth)
Builds
Client relationships and business growth potential for the team
Domain
Private Wealth / Financial Services
Required skills
Data gathering and reporting, Investment process knowledge, Client relationship management, Risk and compliance adherence, Marketing coordination, Outbound sales execution
Preferred skills
Investment industry licensing, Advanced knowledge of proprietary products, Analytical and problem solving skills
Responsibilities
Gathers and formats data into regular and ad-hoc reports and dashboards; Provides specialized support for investment client services issues; Manages client requests and ensures needs are met; Maintains schedules and coordinates customer meetings; Expands business growth through outbound calls and client acquisition; Coordinates marketing activities and sales materials; Independently resolves client complaints; Keeps current with investment services marketplace and regulatory environment.
Seniority
Mid-level, 2-3 years experience