Private Wealth Support Associate
Core
Support Wealth Advisors and their clients by managing administrative, transactional, and operational functions including performance reporting, meeting preparation, account maintenance, and portfolio analysis.
Role type
Private Wealth Support Associate
Builds
Operational support for Private Wealth Advisors and clients
Domain
Private Wealth / Investment Management
Required skills
Performance reporting, Client meeting preparation, Account creation and maintenance, Portfolio analysis, Multitasking, Analytical skills, Communication skills, Microsoft Word, Microsoft Excel
Preferred skills
Postgraduate/master's degree in business, finance, or economics, 2-3 years of industry experience, Leadership experience
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Partner with Wealth Advisors to execute operational needs, Ensure accurate and timely completion of responsibilities, Participate in comprehensive training program
Seniority
Mid-level, hands-on IC