Portfolio Management Assistant
3 days ago
Portfolio Management Assistant Job Summary
We are seeking an experienced professional to fill the role of Portfolio Management Assistant at MV Financial Group. In this capacity, you will be responsible for providing critical support to our financial advisors, working closely with them to develop and implement effective investment strategies for our clients.
To succeed in this position, you must have prior experience in portfolio management software, proficiency in Microsoft Office, Tamarac, Emoney Advisor, and other relevant software, as well as expertise in client servicing and operations at a financial firm. The estimated annual compensation for this role is $75,000 - $100,000, based on experience.
Responsibilities:
- Work closely with financial advisors to develop and implement investment strategies
- Manage data within portfolio management software to ensure accurate reconciliation and set up client portals
- Provide exceptional client service, ensuring timely completion of requests
Benefits:
- A competitive salary, estimated at $75,000 - $100,000 annually
- An excellent benefits package, including health, dental, 401(k), and more
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