Overview
Role involves assisting clients with financial transactions and supporting financial advisors.
Ideal candidate should have a bachelor's degree and experience in financial services.
Only candidates from Pakistan, Philippines, India, and South Africa are considered
remoteEnglishfinancial softwareMicrosoft Office
Locations
Requirements
Bachelor's degree preferred Experience in financial services is a plus Strong proficiency in financial software and Microsoft Office Excellent communication and customer service skills Ability to handle sensitive financial information
Responsibilities
Assist clients with financial transactions Support financial advisors Process investment transactions Ensure compliance with regulations Prepare financial reports Coordinate with internal teams
Benefits
Opportunities for learning and innovation Flexibility to work from home