Portfolio Assistant

Application Deadline:

04/29/2026

Address:

1225 Douglas Street

Job Family Group:

Wealth Sales & Service

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.

Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.

Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).

Expands the business growth potential of the team through telemarketing and outbound calls.

Coordinates marketing activities and sales material to support client / prospect conversations.

Provides knowledge detailed information about produc...