Core Responsibilities:

Assisting Wealth Managers and Financial Advisory firms based in the US in their:

• Daily Processes
• Compliance Tasks
• Billing Tasks
• Portfolio Department
• Financial Planning Department

Requirements:

Excellent communication in English with MBA in Finance or any other financial qualifications and interested in being part of a team supporting a US-based financial advisory firm for administrative and para-planning functions.

Timings: 9:30 a.m. – 6:30 p.m.