<p><strong>What role you will play in team:</strong> Provide support to wealth management advisors, assisting with client onboarding and account management.</p><p><strong>What you will do:</strong> Assist in client interactions, maintain accurate client records, and support advisor activities.</p><p><strong>Key responsibility:</strong><ul><li>Assist in client onboarding and account opening processes.</li><li>Maintain accurate client records and documentation.</li><li>Prepare client reports and presentations.</li><li>Answer client inquiries and provide excellent customer service.</li><li>Support wealth management advisors in their daily activities.</li><li>Contribute to a positive and productive team environment.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Business Administration, or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time-management skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Interest in the financial services industry.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>On-the-job training and mentorship.</li><li>Positive and supportive work environment.</li><li>Comprehensive benefits package.</li></ul></p><p><strong>A Day in the Life:</strong>  A day is filled with client interaction, administrative tasks, and support for wealth management advisors, focusing on client service and record keeping.</p>