Job Description
Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role, you will be the backbone of the advisory process, managing operational details and paperwork to improve the client experience.
Key Responsibilities:
Administrative Support: Prepare and collate documentation for new client onboarding and oversee the management of client CRM profiles.Client Interaction: Resolve admin-related queries directly with clients and liaise with internal/external providers regarding the implementation of instructions.
Review Management: Manage the preparation of client review packs, coordinating with Paraplanners and administrative teams as required.
Legislative Compliance: Draft and check Records of Advice (RoA) and ensure all Customer Due Diligence (...