be done to best service clients. This includes assisting in the preparation of financial plans, risk analysis transfers, and documents for client meetings as well as assist with portfolio reviews. Where you'll be doing it Desired Skills: Assistant to Wealth Manager Assistant to Financial Planner Assistant to Financial Advisor
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
you'll enjoy it):? As our Junior Bookkeeper, you'll assist the Financial Manager to ensure the accuracy and and efficiency of the financial records. From assisting in maintaining financial records to processing You'll conduct monthly account reconciliations, assist with financial statements up to Trial Balance,
projects. Your responsibilities will include assisting Project Managers in project planning, maintaining
and advise them on their investments. You will assist clients with tax planning, estate planning, wills
sales expertise. Being technically minded will assist you in the training for this role to ensure you'll