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Gould Staffing

Job: Administrative/Portfolio Assistant - $42K + DOE

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Jobing Description

Busy investment firm located in Phoenix near 24th Street and Camelback seeks a Professional Administrative/Portfolio Assistant. Must be detailed, organized and enjoy working with numbers. Full time, Monday - Friday 8:30am - 5pm. Any banking, brokerage or investment experience A+. Starting salary is $42K + DOE with benefits available after 90 days! 

Duties to include:

  • Answer client calls, schedule meetings
  • Typing dictation from the manager
  • Update software with any client changes
  • Prepare client reports
  • Trading for client accounts as directed
  • Prepare brokerage forms and research materials
  • Prepare and mail out quarterly client reports
  • Assist with front desk and other administrative tasks as needed

Skills / Requirements

Important Notes