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Investment Planning Support Coordinator
2 months ago
Wealth Management Administrative Specialist
We are seeking a skilled Wealth Management Administrative Specialist to join a prominent organization in the financial services sector.
This role involves providing essential administrative support to a team of Senior Financial Advisors. You will collaborate closely with both the Advisors and Senior Support Staff, which will facilitate your professional growth and advancement within the company.
Ideal candidates will possess experience in the Wealth Management or Financial Advisory field and may hold relevant qualifications, although this is not mandatory. The organization is committed to supporting your professional development and offers a comprehensive benefits package. Future opportunities for career progression into roles such as Paraplanning, advisory, or leadership positions will be available.
Key Responsibilities
- Establish and nurture strong relationships with Financial Advisors and their clientele.
- Collaborate effectively with your Administrative team, Paraplanning, and other internal departments to ensure high-quality administration, leading to exceptional client satisfaction.
