Portfolio Assistant/Principle in Training

We are looking for a motivated, detail-oriented individual to join our team as a Portfolio Assistant/Principle in Training in a contract-to-permanent position. This opportunity is designed for someone who is ready to build a strong foundation in the company’s products, services, and compliance standards while learning alongside experienced principals. In this role, you will gain hands-on exposure to transaction review activities and develop the knowledge needed to grow into a principal-level position after successfully completing required licensing exams.

Responsibilities:
• Participate in structured training to build knowledge of the organization’s offerings, operational practices, and regulatory expectations
• Support senior principals with the review of transactions to help ensure accuracy, completeness, and adherence to established guidelines
• Assist with day-to-day portfolio and administrative activities while developing familiarity with internal workflows and service standards
• Monitor transaction-related information carefully and escalate questions or exceptions to experienced team members when needed
• Maintain organized records and documentation to support compliance and operational consistency
• Communicate effectively with internal teams and clients while delivering responsive service and follow-through
• Track progress toward required examinations and apply newly gained knowledge to increasing levels of responsibility
• Assume broader principal-level ownership of assigned duties after meeting licensing and qualification requirements

Qualifications:

• Experience supporting customer service, call center, or operations-focused environments
• Understanding of call center metrics and the ability to work in a performance-driven setting
• Familiarity with call center operations and customer support best practices
• Knowledge of compliance-focused processes and careful attention to detail when handling transactions
• Exposure to AMSI and the ability to learn firm-specific systems and procedures quickly
• Working knowledge of Microsoft Project Server or similar tools used for tracking work and priorities
• Strong communication skills and the ability to work effectively under guidance while developing professionally

Compensation

$20.19-$20.19 Hourly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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