Portfolio Support Specialist

2 days ago


Auckland, Auckland, New Zealand Cleary Wealth Management Full time

Career Opportunities at Cleary Wealth Management

We are seeking a highly skilled and motivated individual to join our small, dynamic team. As a Portfolio Support Specialist, you will have the opportunity to gain exposure to the exciting world of portfolio management, investment analysis, and global financial markets.

Responsibilities

  • Welcoming visitors and managing meeting rooms
  • Organizing client meetings and preparing reports
  • Preparing portfolio performance reports and invoices
  • Supporting sales activities, including correspondence and onboarding new clients
  • Managing the email inbox, filing, and scanning
  • Assisting with product administration and launches to market
  • Maintaining client information to meet AML and compliance requirements
  • Distributing client newsletters and coordinating client events

Requirements

  • A positive, 'can-do' attitude and a strong team orientation
  • Highly organized with excellent attention to detail
  • Exceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential
  • 3+ years of experience in administration, PA, or client service
  • Strong written, verbal, and overall communication skills


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