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Operations Assistant-Portfolio Management

1 month ago

Beverly Hills, United States INSPYR Solutions Full time
Title: Operations Assistant-Portfolio Management
Location: Beverly Hills, CA 90210 (Hybrid)
Duration: 6+ months
Compensation: $28.00-$32.25/Hour
Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S.

Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires. Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.

Responsibilities:
  • Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books
  • Distribute Investment Policy statements and Re-allocation Letters
  • Schedule PM client review meetings
  • Create and submit expense reports in a timely manner
  • Answering phones and queries from clients
  • Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM
Requirements:
  • Minimum of 5 years' computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
  • Minimum 5 years' experience in an administrative capacity
Qualifications:
  • Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients
  • Strong organizational and prioritization skills
  • Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred
  • Experience in Investment Services experience preferred
  • Must be a self-started with a 'can do' attitude
If you are interested and qualified, please send your resume (Word Format Only) to Michelle Nicolaus at mnicolaus@inspyrsolutions.com

Our benefits package includes:
  • Comprehensive medical benefits
  • Competitive pay, 401(k)
  • Retirement plan
  • ...and much more
About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.