Portfolio Assistant

Description
We are looking for a Portfolio Assistant to support portfolio administration and client service activities for an asset management team in West Los Angeles. This contract to hire opportunity with potential for a permanent role is ideal for someone who combines strong operational coordination skills with a customer-focused approach and the ability to track service performance effectively. The position will contribute to day-to-day portfolio support, reporting, and communication while helping maintain efficient workflows across call center and administrative functions. The ideal candidate will have AR experience and enjoy working with data.


Responsibilities:

• Support portfolio administration tasks by maintaining accurate records, updating account information, and assisting with routine operational activities.

• Monitor service and performance indicators related to call center activity, preparing summaries that help leadership evaluate tre...

Ready to Apply?

Submit your application today and join our talented team at Robert Half Accountemps.

Submit Application