Portfolio Assistant/Principle in Training

Description We are looking for a motivated Portfolio Assistant/Principle in Training to join our team in Palm Beach Gardens, Florida on a contract-to-permanent basis. This opportunity is designed for someone who wants to build a strong foundation in financial products, service offerings, and regulatory expectations while learning alongside experienced principals. In this role, you will develop the knowledge needed to support transaction review activities and prepare for increased ownership as you progress through required licensing exams.

Responsibilities:
• Participate in structured training focused on the organization’s investment products, client service standards, and compliance practices.
• Support senior principals by assisting with the review of transactions and helping ensure documentation is complete and accurate.
• Monitor workflow details carefully to help maintain adherence to established regulatory and operational guidelines.
• Collaborate with experie...

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