Portfolio Assistant

A leading financial services firm in Brickell is looking for a Portfolio Support Associate to assist its Portfolio Managers and deliver top-tier service to Ultra High Net Worth clients. This role is central to keeping all non-trading operations running smoothly while serving as a trusted point of contact for client needs.

What You’ll Do:

• Partner with banks and other institutions to resolve operational matters and support client requests
• Handle new account openings, review subscription documents, and assist with due diligence
• Manage client inquiries with accuracy, urgency, and exceptional service
• Work closely with internal teams to ensure seamless coordination across operations, accounting, and portfolio management
• Follow all compliance procedures with precision

What We’re Looking For:

• Bachelor’s degree in business, finance, accounting, or a related field (preferred)
• Fully bilingual in English and Spanish
• Strong proficiency in Excel, Word, PowerPoint, and Adobe
• Highly organized, meticulous, and able to manage multiple priorities
• Excellent communication skills and sound judgment when handling confidential information

Why Join:

• Clear path for professional growth
• Supportive, high-performing team environment
• Competitive pay and a stable, respected firm in the industry