<p><strong>What role you will play in team:</strong> Provide support to wealth management advisors and assist with client services.</p><p><strong>What you will do:</strong> Assist with client onboarding, portfolio management, and reporting.</p><p><strong>Key responsibility:</strong><ul><li>Assist in client onboarding and account opening procedures.</li><li>Maintain accurate client records and documentation.</li><li>Prepare client reports and presentations.</li><li>Provide administrative support to wealth management advisors.</li><li>Assist with portfolio reviews and adjustments.</li><li>Respond to client inquiries and requests.</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>Understanding of investment products and services.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional development.</li><li>Supportive and collaborative team environment.</li><li>Health insurance.</li><li>Performance-based incentives.</li></ul></p><p><strong>A Day in the Life:</strong>  A day involves assisting clients, preparing reports, managing documentation, and supporting wealth management advisors.</p>