<p><b>What role you will play in team:</b> You'll be a valuable addition to our team, supporting senior wealth managers with client communication and portfolio analysis. This role is great for learning about the wealth management field.</p><p><b>What you will do:</b> Assist in tasks relating to client onboarding, portfolio management, preparing presentations, and attending client meetings.</p><p><b>Key responsibility:</b><ul><li>Assisting senior wealth managers with client communications.</li><li>Preparing and reviewing client documentation.</li><li>Supporting portfolio analysis and reporting.</li><li>Assisting with client onboarding and relationship management.</li><li>Conducting basic financial research as required.</li><li>Maintaining organized client records and files.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Detail-oriented and organized.</li><li>Proficiency in Microsoft Office Suite.</li><li>Strong analytical abilities.</li><li>Understanding of financial planning concepts.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits.</li><li>Mentorship opportunities.</li><li>Professional development programs.</li><li>Positive work environment.</li><li>Opportunities for growth within the firm.</li></ul></p><p><b>A Day in the Life:</b> You'll be assisting senior managers with various aspects of wealth management. This could include client correspondence, reviewing financial statements and conducting basic research to help in making effective recommendations for our clients.</p>