MTO Financial Services partners with investment advisors to enhance client retention by streamlining back-office tasks with its proprietary Asset Scale™ model. The company focuses on providing innovative solutions to financial professionals, enabling them to better serve their clients. By automating administrative processes, MTO Financial Services empowers advisors to focus more on building relationships and achieving client goals. The company is committed to delivering exceptional support and fostering long-term partnerships. Role Description This is a full-time, on-site role based in Port Jefferson, NY, for a Portfolio Management Assistant / Administrative Assistant. The selected candidate will assist in managing client reports, support day-to-day administrative tasks, and collaborate with the team to ensure smooth operations. Responsibilities also include maintaining accurate financial records, and utilizing portfolio reporting systems. Qualifications Strong understanding of Finance, Investments, and Portfolio Management principles Proficiency in Analytical Skills related to financial data review and reporting Excellent organizational skills and attention to detail Proficiency in relevant software tools, such as Microsoft Office and portfolio management software Effective communication and team collaboration skills Bachelor's degree in Finance, Business Administration, or a related field is preferred Previous experience in financial services or a similar role is a plus #J-18808-Ljbffr