<p><strong>What role you will play in team:</strong> Contribute to client relationship management, portfolio administration, and operational support to help manage clients' wealth.</p><p><strong>What you will do:</strong> Support senior associates in managing client accounts, preparing documentation, and ensuring compliance.</p><p><strong>Key responsibility:</strong><ul><li>Assisting with client portfolio administration.</li><li>Preparing client correspondence and documentation.</li><li>Maintaining client records and databases.</li><li>Ensuring compliance with regulatory requirements.</li><li>Supporting client meetings and presentations.</li><li>Conducting research on investment products.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Business, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time management skills.</li><li>Proficient in Microsoft Office Suite.</li><li>Understanding of investment principles and regulations.</li><li>Attention to detail and accuracy.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional development.</li><li>Collaborative work environment.</li><li>Potential for career advancement.</li></ul></p><p><strong>A Day in the Life:</strong> Assisting senior associates with client relations, performing operational tasks, ensuring accurate client data maintenance, and learning financial planning strategies.</p>