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Description
Trillium Asset Management Corporation is the oldest and largest independent investment advisor devoted exclusively to socially and environmentally responsible asset management. Both our investment professionals and our clients are motivated by the belief that social investing can promote economic and social justice.
Trillium Asset Management Corporation is conveniently located near South Station. Check out our web site for more information.
Position Overview:
Do you have 3-5 years of experience in the investment industry and want to join a very unique financial services company? If so, this is an excellent opportunity providing administrative support to one of our Portfolio Managers.
The Portfolio Assistant will open new accounts and will handle all the day-to-day activities around client requests such as wires, deposits, gifting, withdrawals, etc. In addition he/she will be responsible for reviewing account data and billing on an ongoing basis and preparing quarterly letters and appraisals.
Qualifications:
The role requires a flexible, "can-do" attitude, outstanding communication skills, and great attention to detail. The ideal candidate will be proficient in Microsoft Office, will be able to learn new software systems easily and will be comfortable interacting with a diverse group of clients.
This is the perfect role for the professional assistant who enjoys a team environment in an incredible culture and has an interest in a career in socially responsible investment management.
Compensation: Trillium Asset Management Corporation offers a very competitive benefits package including a subsidized "Charlie Card" program and birthday holiday!
To Apply:
Interested candidates should email a resume and cover letter with salary requirements.
Trillium Asset Management Corporation is an Equal Opportunity Employer.