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City National Bank

Provides banking, investment, and trust services

Administrative Support and Team Lead - Portfolio Management

Administrative SupportConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent is required.
  • At least five years of financial industry experience, preferably in asset management, is required.
  • At least five years of experience using Microsoft Office is required.
  • At least three years of management experience is required.
  • Strong organizational and analytical skills are required.
  • Industry and business knowledge is required.
  • Planning and organization skills are required.
  • Verbal and written communication skills are required.

Responsibilities

  • Perform day-to-day client care coordination for portfolio managers and their third-party financial advisors and clients.
  • Maintain client relationships by providing portfolio managers with support consistent with established service models for quality and timeliness.
  • Schedule meetings, create and distribute materials, plan travel, and submit expense reports.
  • Manage administrative support across all portfolio management teams.
  • Hire, write and conduct reviews, and manage performance and development for direct reports.
  • Establish goals for administrative/client-care team members and manage performance against those goals to improve and maintain consistent performance standards.
  • Consult with portfolio management teams on challenges with current processes or systems, enhancements, and new functionality.
  • Partner with portfolio management leadership to ensure high-quality end-to-end service standards.
  • Facilitate and coordinate others' efforts on projects involving process enhancements, system changes, and policy and procedure creation or updates.
  • Maintain strong relationships with colleagues and ensure processes are integrated to support expected customer service levels and service standards.
  • Identify best practices and implement procedures to support organizational growth goals and streamline operations.
  • Facilitate communication between the portfolio management business leadership team, regional leaders, business units, system development teams, and third-party vendors.

Desired Qualifications

  • Asset management experience is preferred.

About the Company

City National Bank

Provides banking, investment, and trust services

City National Bank provides personalized banking, investment and trust services to individuals and businesses, with $93 billion in assets and $106 billion in client assets under management or administration. It offers traditional banking, wealth management and fiduciary services through branches and private banking relationships across markets in California, New York, Tennessee, Georgia, Delaware, Nevada, Washington, D.C., and Miami (as CN Bank). The bank distinguishes itself with a strong local footprint, close integration with its parent Royal Bank of Canada, and a history of community giving, including nearly $10 million donated in 2024. Its goal is to help clients grow and protect their wealth while supporting the communities it serves and expanding its market reach through trusted advisory services.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Los Angeles, CA
Founded
1953

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