Support Elite Wealth Management as a Paraplanner, delivering personalized financial insights to clients in a full-time role. This position focuses on documentation, client interactions, and financial reporting.
As a key member of our Elite Wealth Management team, you will assist in enhancing clients' financial plans through diligent record-keeping, appointment confirmations, and comprehensive support. You will leverage your expertise in financial services by compiling reports and ensuring client requests are executed effectively, all while promoting long-lasting client relationships.
Key Responsibilities:
• Keep updated client records to ensure compliance
• Contact clients for appointment confirmations and document collection
• Assist principal advisor with client matters
• Provide administrative support and field client inquiries
• Compile financial reports and projections for clients
Requirements:
• Post-secondary education with 3 years relevant experience<...