Opportunity Description
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...
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...
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