APWGI-Analyst-Financial Advisory Support
Core
Support APWG advisors by creating client meeting presentations, managed account deliverables, and e-forms through data analysis and material preparation.
Role type
Financial data analyst and presentation support specialist
Builds
Client meeting presentations, managed account deliverables, e-forms
Domain
Financial Advisory / Wealth Management
Required skills
Data analysis, Data entry, Excel reporting, Quality check processes, Compliance adherence
Preferred skills
Analytical skills, Attention to detail
Responsibilities
Analyze raw financial data and prepare deliverables for client meetings and managed accounts, Perform quality checks on deliverables to meet compliance standards, Update workflow databases and create/maintain Excel-based reports