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Registered Sales Assistant
Ref No.: 18-05836
Location: New York, New York
Position Type:Direct Placement
Pay Rate : $ 125,000.00 - 140,000.00 /Year
Registered Sales Assistant
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.
  • 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
  • Must have 5+ years of relevant experience working as a PM assistant for one Portfolio Manager, similar to the job description being offered here