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Wealth Management Associate | Claremont
6 days ago
The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.
The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance the overall service provided to the wealth manager and our clients.
Specific qualities needed for this role: high level of attention to detail and ability to work under pressure requires a lot of Section 14 and offshore knowledge.
Required Experience:
- Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA.
- 3-5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
- Commerce or financial degree from a reputable tertiary institution.
- CFP designation advantageous
- RE5 advantageous
- MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
- XPlan (advantageous)
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