Position: Portfolio Assistant
Salary base: Negotiable
Start Date September 24, 2018
Hours: 7 1/2 hour work day. Flexible start time Monday through Friday. (one hour for lunch).
Time off 15 days accrued in first year
Healthcare Employer paid for employee 100% (High-deductible with HSA with firm contribution currently $3,000)
401-K 100% match first 3% and 50% on next 2% with maximum contribution 4%. 5 year vesting on match.
Primarily supporting a senior portfolio manager
Excellent PC skills with knowledge of Microsoft Word, Excel (Advent Axys a plus)
Demonstrated ability to learn and use diverse software programs
Detail oriented with ability to troubleshoot problems quickly and accurately
Strong communication skills
Enthusiasm, diligence, maturity and the ability to take direction and work independently and effectively in a team environment
Highly organized; able to efficiently multitask
Familiarity with general investment concepts preferred
Excellent typing skills
Quarterly correspondence to clients
Compiling of marketing brochures
Miscellaneous distribution (mass mailing)
Corporate filing & maintenance
Securities Litigation filing support (various steps to processing)
Lee, Danner & Bass, Inc. was founded in 1988 as an independent investment counseling firm. We are dedicated to providing our clients with an investment management service of superior quality.
Role: Portfolio Assistant
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