We are seeking a highly motivated and detail-oriented Assistant Manager to join our team. This role requires a deep understanding of financial products and services, exceptional interpersonal skills, and a passion for helping clients achieve their financial goals.

Key responsibilities:

Client Acquisition: Identify and acquire new clients through networking, referrals, and client meetings.

Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.

Client Meetings: Schedule and conduct regular client meetings to review their financial plans, investment portfolios, and to discuss any changes in their financial situation or goals. Follow up on action items from client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.

Compliance: Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Skills:

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Proficiency in financial software and MS Office Suite (Excel, PowerPoint, Word).

Ability to work independently and as part of a team.

Ability to build and maintain long-term client relationships.

Schedule:

• Day shift

Supplemental pay types:

• Quarterly bonus