Financial Consultant Associate
Core
Administrative support for a Financial Consultant in Wealth Management, handling operations, client paperwork, and business plan implementation.
Role type
Administrative Assistant (Wealth Management)
Builds
Operational support for Financial Consultants and client business plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Administrative support, Microsoft Office, calendar management, document handling, business plan support, regulatory compliance
Preferred skills
Mandarin or Cantonese proficiency, 2+ years administrative experience
Technologies
Microsoft Office
Responsibilities
Answer general queries via phone/email/in-person, maintain filing systems, manage Financial Consultant's calendar and travel, assist with client paperwork and report compilation, support creation and implementation of business plans, conduct pre-call planning and post-meeting debriefs
Seniority
Entry-level to Junior