Job Description

Support top tier Wealth Advisors. This is an exciting role within an amazing firm to work for. Duties include producing client, consultant and prospect reports. Will assist in preparing questionnaires and RFPs and materials for client meetings. Update portfolio analysis reports.

• Requirements include:
• Bachelor's degree in business, finance or economics.
• Exposure to portfolio and/or performance analysis software is a plus. '
• Strong attention to detail
• Strong project management skills
• Excellent computer skills (Word, PP, Access, Excel, Outlook)
• Team Player
• Professional demeanor and outstanding communication skills
• 3 years related experience working within financial services, investment management or wealth management field

Responsibilities:

• Prepare prospective client reports
• Update client databases
• Become familiar with third party portfolio analysis software
• Prepare and schedule client/consultant meetings
• Respond to Requests for Proposals

Outstanding employer, no employee turnover, great benefits and bonus. Hybrid work schedule. Firm encourages work/life balance.

Unusual and unique opportunity. Forward your resume today!

Company Description

Since 1982 Allied Personnel, Inc. has been a premier staffing firm working with the finest corporations in Pharmaceutical, Consulting, Financial Service, Manufacturing and Professional Services. Contact us for job placement representation.