Advisers Assistant - Wealth Management
Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team. […]
Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.
Establish and maintain client accounts and produce portfolio updates.
Attend client functions as you act as a key point of contact for the business.
Liaise extensively with clients and provide them with comprehensive investment information. […]
Develop marketing materials...
Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.
Establish and maintain client accounts and produce portfolio updates.
Attend client functions as you act as a key point of contact for the business.
Liaise extensively with clients and provide them with comprehensive investment information. […]
Develop marketing materials...
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