Job Description
Description
:
The Wealth Advisory Services (WAS) Associate provides administrative and technical support to the WAS field planning team to facilitate, track and follow up on High Net Worth (HNW) client engagements and assists with producing robust client friendly plans, and support material.
Key Accountabilities
Coordinate with PWM Advisors to prepare for client engagements, including agendas, checklists, and data gathering.Initiate financial plans in WAS templates by inputting client data and generating required reports.Maintain an accurate and current WAS client information and planning opportunities.Prepare proposals, client correspondence, presentations, and other materials for clients and internal partners.Handle confidential and sensitive information with discretion; escalate issues appropriately.Follow risk‑management practices and ensure processes align with organizational standards.
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