Portfolio Support Associate

4 days ago


Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time
Job Summary

MV Financial Group and MV Capital Management Inc. are seeking a dedicated Portfolio Support Associate to support our daily operations.

This is a salaried position with an estimated annual salary of $60,000-$80,000 based on experience.

Key Responsibilities
  • Primary point of contact for clients regarding service requests and inquiries
  • Coordinating and supporting operational tasks, including account management and financial reporting
  • Partnering with the finance team to ensure accurate and timely completion of investment trades
  • Managing data within our portfolio management system to guarantee correct reconciliations, proper account setup, and efficient client communication
  • Proficiently utilizing tools like Microsoft Office, Tamarac, Emoney Advisor, and other software essential for job performance

Prior experience in client-facing positions and proficiency in Microsoft Office are essential. Additionally, familiarity with portfolio management software is a must.



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