<p><strong>What role you will play in team:</strong> You'll support senior wealth managers, providing client service and assisting with portfolio management</p><p><strong>What you will do:</strong> Build relationships with clients, analyze financial information and provide client support</p><p><strong>Key responsibility:</strong><ul><li>Provide exceptional client service</li><li>Assist in financial planning and investment recommendations</li><li>Prepare client reports and presentations</li><li>Analyze client financial information</li><li>Maintain accurate client records</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or related field</li><li>Strong understanding of financial products and services</li><li>Excellent communication and interpersonal skills</li><li>Proficiency in Microsoft Office Suite</li><li>Strong attention to detail and accuracy</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package</li><li>Opportunities for professional development</li><li>Collaborative work environment</li><li>Employee Assistance Program (EAP)</li><li>Paid Time Off</li></ul></p><p><strong>A Day in the Life:</strong>  Reviewing client information, preparing reports, meeting with clients (either virtually or in-person), responding to client inquiries, assisting with portfolio management</p>