What are the responsibilities and job description for the Wealth Planning Support Specialist position at TalentLink Solutions?
TalentLink Solutions seeks a highly organized and detail-oriented Wealth Advisor's Assistant to join our team. As a key member of our advisory team, you will provide exceptional administrative support and facilitate seamless client interactions.
This role demands strong organizational skills, excellent communication abilities, and a passion for delivering exceptional client experiences.
You will work closely with our advisors to prepare for client meetings, compile necessary documents, and handle client inquiries and follow-ups.
Key Responsibilities:
- Support the advisory team in preparing for client meetings
- Compile and maintain accurate records and reports
- Contribute to the development and implementation of marketing strategies
- Provide exceptional customer service and ensure a positive client experience
Qualifications:
- Minimum 3 years' experience in an administrative role
- Excellent communication and interpersonal skills
- Strong Microsoft Office skills, particularly in Word, Excel, PowerPoint, and Outlook
- Ability to work independently and as part of a team
- Attention to detail and ability to prioritize tasks
