Executive Assistant (Wealth Operations) - Client Relationships

Executive Assistant (Wealth Operations) - Client Relationships

Executive Assistant

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management:

  Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.

• Operational Support:

  Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.

• Data & Reporting:

  Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.

• Team Collaboration:

  Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education:

  A degree in Finance, Commerce, Management, or Economics is preferred.

• Experience:

  Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients.

• Certifications:

  NISM VA and AMFI certifications are a big advantage.

• Technical Skills:

  Familiarity with the Zoho suite is preferred.

Who you are:

• Detail-Oriented:

  You have a keen eye for detail and a meticulous approach to your work.

• Proactive & Resourceful:

  You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

• Client-Focused:

  You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.

• A Clear Communicator:

  You have excellent verbal communication skills.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role

  with a clear growth path within a fast-growing company.

• Meaningful Impact:

  You'll be a vital part of our team, not just a cog in the wheel.

• A great work environment

  that is informal, encouraging, and collaborative.

• Competitive compensation.

Our Hiring Process:

1. Online Application:

   You apply and answer a few quick questions. [5 min]

2. Skills Assessment:

   An online test to evaluate your skills. [60 min]

3. Recruiter Phone Interview:

   A quick chat with our recruiter. [30 min]

4. Technical Interview:

   A discussion about your experience and skills. [30 min]

5. Founder's Interview:

   A final interview to ensure a great fit. [30 min]

6. Offer & Checks:

   We make an offer, and proceed with a reference and background check.

Please note: