
Financial Portfolio Assistant
3 days ago
Job Overview
The role of the Financial Portfolio Assistant is to provide high-level support to our team of financial experts.
Key Responsibilities:
- Manage client relationships and respond to client inquiries in a timely and professional manner
- Prepare detailed financial review documents for clients' investment portfolios and performance
- Liaise with fund managers and maintain client portfolios through advanced financial planning software
- Assist in prioritizing client contact for our financial experts to meet their expectations
- Ensure end-of-month processes are finalized and accurate reporting on financials is maintained
- Maintain our customer relationship management system and focus on continuous improvement
Requirements
For this role, we are seeking an individual with:
- Previous experience or knowledge within the financial planning industry
- Demonstrated ability to deliver exceptional customer service
- Experience working in a fast-paced team environment
- Excellent problem-solving skills and attention to detail
- Strong planning and organizational skills with the ability to multitask and manage multiple service standards and deadlines
- Advanced skills in Microsoft Office applications, particularly Excel
- Strong numeric skills
Additional Requirements
This position requires a degree in finance or a related field, or progress towards completion of such a degree. We also place a strong emphasis on ongoing professional development and training.
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