Leeds Professional Resources · 2 days ago
Wealth Management Associate
Miami, FL
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $100K/yrLeeds Professional Resources is a privately held investment firm seeking a highly organized Portfolio Specialist to support their Portfolio Management team. The role focuses on providing administrative and operational support for Ultra High Net Worth clients and serves as a primary point of contact for service-related needs.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Serve as a liaison between clients and external banking partners to resolve operational and service-related issues
Open new accounts with multiple financial institutions; review subscription documents and prepare due-diligence materials
Deliver exceptional service on client requests, inquiries, and transactions with accuracy and timeliness
Collaborate with internal teams—including Portfolio Managers, Operations, Accounting, Office Management, and Executive Assistants—to ensure seamless workflows
Maintain strict adherence to compliance and documentation protocols
Qualification
Required
Bachelor's degree in business, finance, accounting, or a related field preferred
Strong proficiency in Excel, Word, PowerPoint, and Adobe Acrobat
Excellent organizational, project management, and interpersonal communication skills
Exceptional attention to detail and accuracy
Proven ability to multi-task, follow up consistently, and manage competing priorities
Preferred
Spanish fluency strongly preferred (written and verbal)
Company
Leeds Professional Resources
Leeds Professional Resources provides staffing, consulting and human resource services to the financial sector.
Founded in 2016
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase