Job Description
We are seeking a proactive Financial Advisor Assistant to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions.
Key Responsibilities
- Process new business and financial transactions
- Ensure FICA & FAIS compliance
- Prepare documentation and coordinate client meetings
- Manage client queries and provide regular updates
- Support client reviews and follow up on action items
- Maintain accurate client records and CRM updates
What We’re Looking For
- Strong attention to detail
- Highly organized and able to multitask
- Proactive and able to work under pressure
- Good MS Office and system skills