Portfolio Associate - Client Onboarding & Reporting
$80k - $140kMasis Professional Group
A family office in Boston is seeking a Portfolio Associate to support Senior Advisors in various tasks including client onboarding, portfolio transactions, and reporting. Candidates should have 2-5 years of relevant experience in wealth management. While a Series 65 license is preferred, candidates can pursue it on the job. The compensation ranges from $80K to $140K, depending on experience, plus a bonus. #J-18808-Ljbffr Masis Professional Group
Vacancy posted 5 days ago
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