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Robert Half Logo Robert Half · Finance

Portfolio Assistant

United States, Cheviot Hills Employment contract · Job Posted June 09, 2026
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Job 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.

Job Responsibility

  • 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 trends and improve responsiveness
  • Assist with daily call center operations by coordinating follow-up items, documenting service interactions, and helping ensure timely resolution of client inquiries
  • Provide attentive customer service to clients and internal stakeholders by responding to questions, clarifying account-related details, and escalating issues when needed
  • Use AMSI and Microsoft Project Server to organize information, track assignments, and support workflow visibility across portfolio-related activities
  • Prepare reports, spreadsheets, and supporting documentation for portfolio reviews, operational meetings, and management updates
  • Work closely with cross-functional teams to help streamline procedures, maintain service standards, and support process improvements where appropriate
  • Help ensure data quality and administrative accuracy by reviewing entries, identifying discrepancies, and following established controls and guidelines

Requirements

  • Experience supporting portfolio administration, asset management operations, or a related financial services environment
  • Working knowledge of call center operations, customer service practices, and performance metric tracking
  • Ability to analyze service data and present call center metrics in a clear and organized manner
  • Hands-on experience with AMSI, Microsoft Project Server, or comparable systems used for workflow and operational tracking
  • Strong attention to detail with the ability to manage multiple tasks and maintain accurate records
  • Effective written and verbal communication skills with a detail-focused, service-oriented approach
  • Proficiency with standard business software and reporting tools, including spreadsheets and documentation platforms

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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