Advisor Support US

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


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.

Job Category: Advisor Support US
Job Type: Full Time
Job Location: Ahmedabad

Apply for this position

Allowed Type(s): .pdf, .doc, .docx