13 days old

Portfolio Management Assistant (Charleston, SC)

Charleston, SC 29409
Portfolio Management Assistant (Charleston, SC)



Charleston, South Carolina



**Job Description:**



**Business Overview**



Bank of America Private Bank, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. The Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. The Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.



**Job Description**



Responsible for providing administrative support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas.



+ Prepare client investment recommendation letters, performance, and presentations (booklets and electronic media).

+ Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews.

+ May be asked to monitor portfolios for bond maturities; respond to corporate action election requests; assist in implementation of investment solutions when appropriate.

+ Research client inquiries; document account activities and client interactions.

+ Maintain department industry research and report information.

+ Answer phone calls and emails for PMs in their absence.

+ Interact with GWIM partners and support groups to resolve client and operational issues.

+ Perform various office related tasks, such as distributing reports; operate and maintain copiers and fax machines; photocopying materials; mailing correspondence; manual and electronic filing of client documentation; preparing documents for imaging; ordering supplies.

+ Complete ad hoc projects for team.



**Required** **:**



+ Bachelors degree in Business, Finance or related field

+ Excellent written and communication skills

+ Proficient in Microsoft Word, Excel, Power Point

+ Strong Organizational Skills / Attention to Detail

+ Strong Follow Up Skills

+ Ability to problem solve and spot issues proactively

+ Ability to work independently, but also a "team player"

+ Ability to multi-task in a fast paced environment



**Desired** **:**



+ Financial industry knowledge and experience



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-20015513



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Referral Bonus:











Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.





To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .











Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.





To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2020-03-14 Expires: 2020-04-13

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Portfolio Management Assistant (Charleston, SC)

Bank of America
Charleston, SC 29409

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast