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Junior Technical Analyst

2 months ago

Boca Raton, United States Joyal Capital Management Full time

Job DescriptionJob Description

Joyal Capital Management, a boutique financial firm, is seeking a Junior Technical Analyst to join our team in Boca Raton, FL.

Ready to make your application Please do read through the description at least once before clicking on Apply.

For nearly 40 years, Joyal Capital Management has been highly successful in serving high net worth individuals through proprietary estate planning, financial planning, investment management and business services. The Junior Technical Analyst will play a key role in providing operational support to the Private Client Group (PCG) and Executive team members.

The ideal candidate will demonstrate proficiency in all Microsoft Office programs, exhibit meticulous attention to detail, and maintain a high standard of personal work quality.

Responsibilities:

  • Support team members in conducting thorough research of existing client files for updates and accuracy
  • Assist in preparing client presentations including updating Personal Financial Statements, Business Analysis, Estate Plan Analysis and Binders
  • Communicate with insurance carriers to obtain current policy values and illustrations
  • Cross reference legal designs with current legal documents
  • Manage the processing, tracking, and maintenance of client asset titling
  • Participate in client meetings and conference calls as required

We offer:

  • A supportive and professional work environment
  • Competitive Salary
  • Full Benefits
  • Comprehensive training
  • Opportunity to advance to a direct client-facing role