
Financial Services Associate
11 hours ago
We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team. As a Financial Services Associate, you will play a key role in supporting our Advisers and clients. You will be responsible for providing technical and administrative support, placing buy/sell orders, managing funds product orders, and analyzing investments.
Key Responsibilities- Provide Technical Support
- Place Orders
- Manage Funds
- Analyze Investments
- Prepare Advice Documents
- Support Client Meetings
- A relevant Bachelors' degree or prior experience in a similar role
- A strong interest in financial services and markets
- Excellent verbal and written communication skills
- Strong attention to detail
- A willingness to learn and grow with the company
We offer a dynamic and supportive work environment that allows you to develop your skills and advance your career. Our team is passionate about delivering exceptional service to our clients, and we are committed to making a positive impact in the community.
How to ApplyIf you are a motivated and detail-oriented individual who is passionate about financial services, please submit your application. We look forward to hearing from you
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