| Type: | Full Time |
|---|
The Portfolio Assistant will open new accounts and will handle all the day-to-day activities around client requests such as wires, deposits, gifting, withdrawals, etc. In addition he/she will be responsible for reviewing account data and billing on an ongoing basis and preparing quarterly letters and appraisals.
Qualifications:
The role requires a flexible, "can-do" attitude, outstanding communication skills, and great attention to detail. The ideal candidate will be proficient in Microsoft Office, will be able to learn new software systems easily and will be comfortable interacting with a diverse group of clients.
This is the perfect role for the professional assistant who enjoys a team environment in an incredible culture and has an interest in a career in socially responsible investment management.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
Qualifications:
The role requires a flexible, "can-do" attitude, outstanding communication skills, and great attention to detail. The ideal candidate will be proficient in Microsoft Office, will be able to learn new software systems easily and will be comfortable interacting with a diverse group of clients.
This is the perfect role for the professional assistant who enjoys a team environment in an incredible culture and has an interest in a career in socially responsible investment management.
For details, please find job posting:
www.investmentbankcareer.com/iba....php