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
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
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
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
Have you found your groove in doing admin and support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities as you settle in your new role and grow in the world of financial plan
We're looking for a detail-oriented Financial Assistant who is deadline-driven and capable of handling doing (and why you'll enjoy it) As a Financial Assistant, you will play a critical role in maintaining
will be filled with meeting CEOs and Financial Directors, presenting our value proposition, and networking
will be filled with meeting CEOs and Financial Directors, presenting our value proposition, and networking
compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining skills, and the ability to handle sensitive information with discretion are key attributes for success