Wealth Management Investment Spec Assistant

Support Wealth Management Portfolio Managers by serving as the primary client contact. You will handle daily client inquiries, resolve issues, and prepare client reports and marketing materials. This role involves monitoring account trades and proactively identifying compliance concerns to ensure portfolio quality.

• Serve as client contact for Wealth Management supporting Portfolio Managers
• Handle day-to-day client calls, questions, and problem resolution
• Perform and monitor account trades
• Prepare reports, proposals, and marketing materials
• Identify potential problems and compliance issues

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.