Job Summary

• This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth, sales prospecting, and financial planning.
• The role serves as a primary point of contact for clients, addressing routine inquiries and ensuring all documentation complies with regulatory standards.
• Key responsibilities include generating performance reports, processing client accounts, and assisting in calculating management fees and service charges.

Matching Summary

Skills & Requirements

Key Requirements

• Licensing may be required for financial plans
• Regulatory compliance knowledge
• Experience with client account management systems

Work Rights