<p><strong>What role you will play in team:</strong> You'll be providing support to wealth management advisors, assisting in client onboarding, portfolio analysis, and administrative tasks.</p><p><strong>What you will do:</strong> Help manage client documentation, analyze portfolios, and provide administrative assistance to the team.</p><p><strong>Key responsibility:</strong><ul><li>Assist in client onboarding and account opening processes.</li><li>Prepare and maintain client documentation.</li><li>Analyze investment portfolios and prepare reports.</li><li>Provide administrative support to wealth management advisors.</li><li>Maintain client confidentiality and regulatory compliance.</li><li>Assist in answering client inquiries.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong organizational and time management skills.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Basic understanding of financial markets and investment products.</li><li>Attention to detail.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional growth.</li><li>Positive work environment.</li><li>Training and professional development programs.</li></ul></p><p><strong>A Day in the Life:</strong> Your day will involve managing client files, conducting basic financial analysis, and assisting the wealth management team in ensuring a smooth operation for clients.</p>