Licensed Financial Associate in Wealth Management

Enhance client engagement as a Licensed Financial Associate in Wealth Management. You will manage transactions, prepare for meetings, and ensure compliance in a dynamic environment.
We are seeking a skilled Financial Associate with at least two years of experience in financial services or wealth management. Your expertise in investment operations and portfolio administration will be critical for effective client communication. Attention to detail will be essential as you handle multiple responsibilities while adhering to compliance workflows.
Key Responsibilities:
• Review daily client transaction activities
• Confirm fund receipts and address client inquiries
• Schedule and prepare for client meetings
• Maintain accurate records in CRM systems
• Assist advisors with portfolio administration
Requirements:
• 2+ years in financial services or wealth management
• Robust knowledge of investment and account administration
• Experience with Dataphile and Micr...