Assistant Wealth Manager
2 weeks ago
Are you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. This is an excellent opportunity to start your career in wealth management with a leading firm dedicated to excellence and client satisfaction.
Key Responsibilities:
- Support Wealth Advisors in managing client portfolios and preparing financial plans
- Assist in the preparation of investment recommendations and financial reports
- Conduct market research and analysis to provide insights for client portfolios
- Maintain and update client records and documentation
- Communicate with clients to schedule appointments and follow up on inquiries
- Collaborate with team members to ensure seamless client service
- Bachelors degree in Finance, Economics, Business, or a related field
- At least 1 year of work experience in a financial services role (internships included)
- Strong understanding of financial principles and investment products
- Proficiency in financial software and MS Office Suite, especially Excel
- Excellent communication, organizational, and analytical skills
- High level of integrity and professionalism
- Competitive salary and benefits package
- Comprehensive training and mentorship programs
- Opportunities for professional growth and development
- Collaborative and supportive work environment
- Access to cutting-edge financial tools and resources
Camryn Mearns
Specialist Consultant: Finance
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