<p><strong>What role you will play in team:</strong> You'll be an integral member of our wealth management team, providing support to senior advisors and contributing to client service.</p><p><strong>What you will do:</strong> Assist with client communication, portfolio management tasks, and administrative duties, all while enhancing your knowledge of wealth management principles.</p><p><strong>Key responsibility:</strong><ul><li>Prepare client reports and presentations.</li><li>Assist with portfolio management tasks.</li><li>Manage client communication.</li><li>Maintain client records and databases.</li><li>Conduct research on financial products and services.</li><li>Support senior wealth advisors in all daily activities.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Strong understanding of financial markets and investment products.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time management skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Attention to detail and accuracy.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Professional development opportunities.</li><li>Supportive and collaborative team environment.</li><li>Opportunities for advancement within the firm.</li><li>Comprehensive training program.</li></ul></p><p><strong>A Day in the Life:</strong> Your day may involve preparing client reports, assisting with portfolio reviews, responding to client inquiries, and conducting research on various investment options.  Collaboration is key to supporting our clients effectively.</p>