Job Title: Wealth Manager Administrator
About the Role:
We are seeking an experienced Wealth Manager Administrator to support our team of Wealth Managers in providing exceptional client service.
* Provide high-standard administrative support to a team of Wealth Managers.
* Assist Wealth Managers in conducting thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
* Compile comprehensive post-meeting reports for each client and offer support in advising on a range of financial products and services.
* Stay current on market trends, economic indicators, and regulatory changes to provide informed and up-to-date support.
* Evaluate complex financial information and provide clear, actionable support.
* Build and maintain strong client relationships through regular communication, reviews, and adjustments to financial plans as needed.
About You:
We are looking for an outgoing, energetic individual with 3-5 years of experience within the financial services industry in an administrative or client-facing role.
* QFA certification is desired.
* Strong interpersonal and communication skills to effectively build and maintain client relationships.
* Highly proficient in Word, PowerPoint, and Excel.