Dynamic Advisor Solutions · 5 hours ago
Junior Portfolio Specialist, Asset Management
Phoenix, AZ
Full-time
Remote
Entry Level
$55K/yr - $60K/yr
2+ years exp
Maximize your interview chancesBillingConsulting
U.S. Citizen Only
Hiring Manager
Michael Bryant, SHRM-CP
Insider Connection @Dynamic Advisor Solutions
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Responsibilities
Assist with daily account management tasks, including monitoring client accounts, processing transactions, and executing rebalancing requests.
Provide responsive support for portfolio inquiries, working closely with advisors to answer client questions and resolve issues promptly.
Maintain accurate portfolio data within our CRM and portfolio management systems, ensuring compliance with industry regulations and internal policies.
Prepare and review reports for clients and advisors, ensuring that all information is accurate and up-to-date.
Collaborate with advisors, custodians, and internal teams to ensure smooth processing of transactions and timely communication with clients.
Handle confidential client information with the utmost discretion, ensuring data security and compliance with company policies.
Qualification
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Required
Minimum of two years in a financial services role, with experience in portfolio trading or client services preferred.
Proficiency in portfolio management software and CRM systems; strong Microsoft Office skills (Excel, Word, Outlook).
High level of accuracy in managing financial data and preparing client reports.
Strong verbal and written communication abilities, capable of effectively interacting with advisors and clients.
Must pass a basic credit and background check; ability to work independently and manage multiple priorities.
Preferred
A bachelor’s degree in finance or business or a related field is preferred.
Series 65 or similar FINRA license preferred.
Benefits
Competitive salary
Comprehensive benefits package, including health, dental, and vision insurance
Retirement savings plan
Paid time off and holidays
Professional development opportunities
Company
Dynamic Advisor Solutions
Dynamic Advisor Solutions specializes in cyber security, portfolio management, billing advisory, custodian & investment management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jim Cannon
Founder and CEO
Cherie Jolly, IACCP
Chief Compliance Officer
Company data provided by crunchbase
