Investment Assistant & Client Service Coordinator

AssetIO Wealth Management; Burbank (CA); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Medical and dental coverage

401(k) with company match

Paid time off

Paid parking

Training and development reimbursement

Job summary

A boutique investment firm in the entertainment industry is seeking an Investment Assistant & Client Service Coordinator. This entry-level role involves supporting portfolio management and client services. Ideal candidates have a Bachelor's degree in a relevant field and strong interpersonal skills. Competitive salary and benefits offered, along with opportunities for training and development.

Qualifications

• Strong interpersonal skills and a client-first mindset.
• Excellent organizational skills with sharp attention to detail.
• Ability to collaborate in a team environment.
• Must pass the Series 7 exam within 3 months of employment.

Responsibilities

• Assist in maintaining investment data and summarizing research materials.
• Manage client booking and scheduling as the primary contact.
• Prepare client portfolio proposals and reports.
• Support trade processes and ensure accurate documentation.
• Prepare client portfolio proposals, reports and performance reviews.
• Manage client scheduling and office calendar; be main client contact.
• Maintain and update client records in our CRM with accuracy.

Skills

Interpersonal skills

Attention to detail

Team collaboration

Problem-solving

Client-first mindset

MS Office proficiency

Education

Bachelor’s degree in Accounting, Business, Finance, Economics, Statistics or a related field

Tools

Microsoft Office Suite (Word, Excel, PowerPoint)

Job description

Overview

Investment Assistant & Client Service Coordinator — an entry-level role supporting our investment process while delivering exceptional client service. You will work closely with the Founder and investment team, assisting in portfolio management and daily operations at AssetIO Wealth Management, a boutique firm based in the entertainment industry.

Key Responsibilities

Investment Support

• Learn and master charting and portfolio construction software tools.
• Assist in maintaining investment data, including buy/hold/sell documentation and portfolio models.
• Summarize research materials and assist the investment team in identifying opportunities.
• Support trade processes and ensure accurate documentation.
• Prepare client portfolio proposals, reports, and performance reviews.

Client Service & Operations

• Manage client booking and scheduling, coordinating meetings and maintaining the office calendar.
• Act as the primary point of contact for clients, fostering strong relationships and ensuring smooth communication.
• Maintain and update client records in our CRM, ensuring data accuracy and integrity.

Qualifications

• Bachelor’s degree in Accounting, Business, Finance, Economics, Statistics, or a related field.
• Strong interpersonal skills and a client-first mindset; you enjoy building rapport and solving problems.
• Excellent organizational skills with sharp attention to detail.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to collaborate in a team environment.
• Must pass the Series 7 exam within 3 months of employment.

Compensation & Benefits

• Competitive salary and performance-based bonus potential.
• Company medical and dental coverage.
• 401(k) with company match.
• Paid time off.
• Paid parking.
• Training and development reimbursement.

How to Apply

If you’re excited about this opportunity and believe you’d be a GREAT FIT, please submit your resume and a brief cover letter explaining why you’re the ideal candidate for this role.

Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Business Development and Sales