<p><strong>What role you will play in team:</strong> Provide support to wealth management advisors, assisting with client relationship management.</p><p><strong>What you will do:</strong> Manage client accounts and provide administrative support.</p><p><strong>Key responsibility:</strong><ul><li>Manage client accounts and ensure accurate record-keeping.</li><li>Prepare client reports and presentations.</li><li>Provide administrative support to wealth management advisors.</li><li>Assist with client onboarding and account maintenance.</li><li>Respond to client inquiries and resolve issues promptly.</li><li>Maintain strong relationships with clients.</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>Knowledge of financial products and services.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>A supportive and collaborative work environment.</li><li>Health insurance and other benefits.</li></ul></p><p><strong>A Day in the Life:</strong> You will start by reviewing client accounts and preparing reports. You will assist the wealth advisor in client meetings and respond to client communication throughout the day.</p>