<p><strong>What role you will play in team:</strong> Support senior wealth managers by providing administrative support and client service assistance.  </p><p><strong>What you will do:</strong> Manage client portfolios, help with financial planning, and handle client communication. </p><p><strong>Key responsibility:</strong><ul><li>Maintain client records and databases.</li><li>Prepare client reports and presentations.</li><li>Assist with financial planning and investment recommendations.</li><li>Handle client inquiries and communications.</li><li>Support wealth managers in their daily tasks and activities.</li><li>Ensure compliance with regulatory requirements.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Business Administration, or a 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>Basic understanding of wealth management principles.</li><li>Excellent client service skills.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional growth and development.</li><li>Work in a positive and supportive environment.</li><li>Access to industry leading training and resources.</li><li>Opportunities for advancement within the firm.</li></ul></p><p><strong>A Day in the Life:</strong>A typical day may include assisting clients, managing paperwork, and supporting wealth management professionals.</p>