Wealth Assistant

What is this opportunity?

Company and Job Description: This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients. Key Responsibilities: Assist with the implementation of client investment and insurance instructions. Prepare and submit documentation to relevant service providers. Gather and maintain investment values, fund performance statistics, and client informatio…

Opportunity details