Portfolio Management Analyst - Wealth Management
Leeds Professional Resources
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. #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 6 days ago
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