What are the responsibilities and job description for the Wealth Management Associate position at Traveka Wealth?
**About the Role**
We are seeking an entry-level professional to support our advisors in delivering exceptional service to high-net-worth individuals and families. This position serves as the primary point of contact for clients while executing the advisor's wealth management strategies.
Responsibilities:
- Serve as liaison between clients and head financial advisor
- Coordinate and prepare materials for client meetings
- Maintain detailed notes of client interactions in CRM
- Process account maintenance requests and prepare custodian paperwork
- Create and maintain eMoney financial plans
Requirements:
- 0-2 years of experience in financial services or related field
- Bachelor's degree in Finance, Business, or related field
- Proficiency with Microsoft Office suite
- Eagerness to learn and grow in the wealth management industry
Benefits:
- Base salary annual bonus
- Generous employer-paid retirement account contributions after 1 year of service
