What are the responsibilities and job description for the Wealth Management Support Associate position at AG Foundry - Recruiting & Staffing?
AG Foundry - Recruiting & Staffing is searching for a detail-oriented Wealth Management Support Associate to provide exceptional client service.
This role requires a self-starter with strong organizational skills and attention to detail, who can work effectively in a fast-paced environment.
Key responsibilities include:
- Assisting financial advisors with sales and operational activities.
- Managing client databases and creating reports using Salesforce.
- Researching client information through back-office systems.
- Preparing for and attending client review meetings.
