J. Gaudet Associates, Inc. is working with H.M. Payson & Co. (Portland, ME) to conduct a search for an experienced Investment Assistant.
This is a highly visible role providing support to portfolio managers and serving as an additional contact point for high net worth clients. Duties include coordinating day-to-day activities of assigned relationship managers, ensuring that client needs are met, providing assistance with account maintenance activities and resolving account related problems. Will also assist with the preparation of client presentation materials.
Qualified applicants will have an Associate’s degree with four or more years of financial services experience or an equivalent amount of education and experience. Requires proficiency with MS Office (Word, Excel, Outlook, PowerPoint) and experience maintaining client information within client relationship management (CRM) applications.
If you are an investment assistant, have a passion for providing exceptional customer service and are ready to join one of the most highly respected, energetic and client-focused investment advisory teams in Greater Portland… we want to hear from you!
For immediate consideration, please email your resume with cover letter and salary requirements to firstname.lastname@example.org or apply online at www.jgaudetassociates.com/careers.
HM Payson is located in the heart of Portland’s Old Port, provides its employees with an outstanding compensation and benefits package and is an equal opportunity employer.