Financial Services Assistant Manager

Key Responsibilities

• Financial Planning Support:
• Assist in the preparation of comprehensive financial plans, investment reports, and client presentations.
• Gather, analyze, and input client financial data into planning software.
• Support advisors in portfolio reviews and performance tracking.
• Operational & Administrative Support:
• Manage day-to-day office operations, ensuring efficiency and compliance with industry regulations.
• Coordinate client meetings, prepare necessary documents, and follow up on action items.
• Process and track transfers, account updates, and maintain CRM systems for accurate client records.
• Client Service & Communication:
• Serve as the primary point of contact for client inquiries, providing prompt and professional service.
• Assist with onboarding new clients, ensuring all necessary paperwork and documentation are completed.
• Proactively follow up with clients regarding outstanding documents and upcoming reviews.