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Registered Sales Assistant
Ref No.: 18-05684
Location: New York, New York
Position Type:Direct Placement
Pay Rate : $ 125,000.00 - 140,000.00 /Year
NYC based Investment firm is seeking an assistant to the CEO. The CEO is a Portfolio Manager overseeing more than $1B in managed high net worth client accounts. Candidate should have broad level of experience in portfolio management administration, reviewing accounts, interfacing with clients and keen interest in investing, in stocks and what is happening in financial markets. Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Shared Services (Trading, Client Service, Operation, Compliance). Familiarity with all aspects of client administration (opening new accounts, allocation of trades, processing client requests) is important in this role. Candidate will have an excellent opportunity to advance in this role. Must have Series 7 and 63 licenses and must have 5+ years of relevant experience working as a PM assistant for one Portfolio Manager, similar to the job description being offered here.