Assist Wealth Advisors with client onboarding and account maintenance. Prepare client meeting materials and presentations. Respond to basic client inquiries via phone or email. Assist with client service requests (e.g., address changes, account transfers). Maintain accurate and up-to-date client relationship management (CRM) data. Skills Excellent communication and interpersonal skills. Strong organizational and time management abilities. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). Detail-oriented and accurate.

Gather client financial data and prepare financial needs analyses. Assist with cash flow analysis, budgeting, and debt management. Research and analyze retirement planning tools and strategies. Help develop basic financial plans for clients under advisor supervision. Stay updated on relevant financial regulations and tax laws. Skills Strong analytical and problem-solving skills. Proficiency in financial modeling and spreadsheet software (e.g., Excel). Ability to understand and explain complex financial concepts. Interest in financial planning and retirement strategies.

Conduct research on stocks, bonds, mutual funds, and other investment products. Analyze market trends and economic data. Prepare investment research reports for internal use. Assist with portfolio analysis and construction under advisor guidance. Stay updated on current market events and industry news. Skills Strong research and analytical skills. Ability to interpret financial data and reports. Knowledge of financial markets and investment principles. Excellent written and presentation skills.

Assist with developing marketing materials for wealth management services. Manage social media channels and create content for client engagement. Conduct market research and competitor analysis. Support with event planning and client relationship building initiatives. Help maintain and update the company website. Skills Strong communication, writing, and editing skills. Creativity and proficiency in design software (optional). Analytical skills and understanding of marketing principles (optional). Ability to work independently and manage multiple projects.

Assist with regulatory compliance tasks for the firm. Research and stay updated on relevant financial regulations. Review client documentation and ensure adherence to KYC/AML procedures. Prepare reports and presentations on compliance topics. Maintain accurate records of compliance activities. Skills Strong attention to detail and accuracy. Ability to understand and interpret complex regulations. Excellent research and problem-solving skills. Strong work ethic and commitment to ethical practices.

Provide operational support to the firm by managing all human assets. Oversee and ensure the timely completion of work assigned to employees and interns. Monitor workflow efficiency and address any operational challenges. Coordinate between teams to streamline work processes. Assist in resource allocation and workload distribution. Skills Strong organizational and time-management skills. Excellent communication and leadership abilities. Ability to manage multiple tasks efficiently. Problem-solving and decision-making skills. Proficiency in Microsoft Office and project management tools.