Job Description

We are a licensed financial services practice that helps individuals and families achieve their long-term goals through

wealth management, investment planning, and financial advisory solutions

.

This opportunity is designed for

undergraduates from local universities

who are keen to take on a

flexible part-time role

while gaining

practical exposure to the wealth management and investment industry

. Beyond admin support, you'll also gain insights into how investment portfolios are managed and how advisors engage with clients.

The Role

As a

Part-Time Admin / Client Support

team member, you'll support our advisory team in both operational and client-facing tasks. This includes administrative duties as well as communication with prospective and existing clients. You'll get hands-on exposure not just to the inner workings of a wealth management practice, but also to

how financial advisors prepare investment materials, present recommendations, and engage clients

.

Key Responsibilities

Provide administrative support including data entry, document preparation, and record keeping. Assist in preparing

investment-related reports, presentations, and client review materials

. Reach out to prospective clients and support ongoing client servicing activities. Help coordinate scheduling and follow-ups between advisors and clients. Support compliance checks and ensure documentation is complete and accurate. Contribute to ad-hoc projects that give you

insight into wealth management operations and investment planning

.

What We're Looking For

Current undergraduate student from a local university (all disciplines welcome; interest in

finance, business, or investments

is a plus). Strong communication skills, confident in reaching out to prospective clients. Detail-oriented, organized, and eager to learn. Proficient in Microsoft Office (Excel), & Canva for Design. Able to commit at least

2-3 days per week

(flexible hours around your timetable).

What You'll Gain

Hands-on exposure to the

wealth management and investment advisory industry

. Opportunities to understand

investment portfolios, client servicing, and financial planning

. Development of both

administrative and client-facing communication skills

. Mentorship and learning from experienced financial advisors. Flexible work arrangements that fit around your academic commitments. Resume-enhancing experience for future careers in

finance, consulting, investments, or business operations

.

Compensation & Benefits

Competitive hourly pay, with bonus Flexible scheduling options. A collaborative and professional work environment.

How to Apply:

Please submit your

resume and a short note

about your availability and why you'd like to gain experience in the wealth management and investment sector.

Job Types: Part-time, Student job

Pay: $12.00 - $18.00 per hour

Expected hours: 12 - 18 per week

Benefits:

Flexible schedule Professional development
Work Location: In person