Portfolio Management Analyst - Wealth Management

Leeds Professional Resources; Miami (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

Leeds Professional Resources in Miami seeks an organized professional to support a top producing financial services team, offering clear career growth opportunities.

Responsibilities include scheduling meetings, answering client questions, reviewing activity, processing paperwork, assisting with online access, and attending compliance training.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Schedule meetings for the team using various applications.
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
• Process client paperwork and communicate with clients to obtain required information.
• Assist with establishing online access for statements, confirms, proxy materials and other services.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.

Skills

Organization

Communication

Client service

Job description

Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth.

Responsibilities:

• Schedule meetings for team utilizing our group’s various applications
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
• Process client paperwork (including communicating directly with clients to obtain all information needed)
• Assist with establishing online access for statements, confirms, proxy materials and other services.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.