Job Description

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About the Role:

We are seeking a motivated and detail-oriented individual to assist our Financial Advisor. This role offers a unique opportunity to gain valuable experience in the financial industry and learn from a seasoned professional. Freshers and Experienced can also apply.

Responsibilities:

Administrative Support:*

Manage and organize client records, including maintaining accurate and up-to-date files.
Schedule appointments and meetings.
Prepare and distribute client correspondence and reports.
Assist with the preparation of presentations and marketing materials.
Client Support:*

Respond to client inquiries and requests in a timely and professional manner.
Assist with client meetings and provide administrative support.
Conduct research on financial products and services.
Financial Analysis:*

Assist with data entry and analysis.
Prepare basic financial reports and spreadsheets.
Support in the preparation of financial plans and forecasts.
Compliance:*

Assist in ensuring compliance with regulatory requirements.
Maintain accurate records and documentation.
Qualifications:

Strong organizational and time management skills.
Excellent attention to detail.
Proficiency in Google Workspace.
Strong communication and interpersonal skills.
Interest in finance and a desire to learn.
A positive attitude and willingness to learn.
Basic qualification

A Bachelor's degree in Commerce or a related discipline. Familiarity with basic financial and investment concepts, with a genuine desire to build a deeper understanding of the financial industry.
If you are a motivated and dedicated individual looking to gain valuable experience in the financial industry, we encourage you to apply. Please submit your resume and cover letter to hbfinninv@gmail.com

Job Type: Full-time

Pay: ?8,000.00 - ?12,000.00 per month

Work Location: In person