Portfolio Assistant in Wealth Services

Join a respected wealth management firm as a Portfolio Assistant, helping deliver exceptional financial planning and investment advice. This role demands teamwork and a focus on client satisfaction.

With two to three years of relevant experience, you'll play a key role in maintaining client relationships and supporting the operational needs of the branch. Expertise in investment products and the ability to analyze data are critical in this sought-after position. You will serve clients by resolving issues and preparing for annual reviews, contributing directly to the team’s success.

Key Responsibilities:

• Coordinate client acquisition through various sources

• Prepare ad-hoc and regular reports for stakeholders

• Ensure adherence to established procedures for client needs

• Provide specialized support for client services issues

• Maintain calendar for client meetings and office coverage

Requirements:

• 2–3 years of related experience required

• Advanced investment process knowledge needed

• Relevant licensing for designated portfolio required

• Good organization and collaboration skills

• Strong verbal communication proficiency necessary

Elevate your career in wealth service through this Portfolio Assistant position focused on client engagement.
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