Financial Planning Support Professional

7 days ago


Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full time
About the Role

We are looking for a skilled Wealth Management Operations Analyst to join our team. As a key member of our operations department, you will be responsible for providing high-quality client service, managing client relationships, and ensuring seamless day-to-day operations.

Responsibilities:

  • Manage client relationships and resolve issues in a timely manner
  • Onboard new clients and establish accounts
  • Prepare meeting materials and follow up with clients
  • Monitor and maintain accurate records
  • Process trades and transactions
  • Communicate effectively with clients and internal stakeholders

Requirements:

  • Relevant industry experience or education
  • Proficiency in Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
  • Strong organizational and time management skills
  • Excellent communication and interpersonal skills

Salary Range: $60,000 - $80,000 per year, depending on experience.



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