Help with financial data: gathering, organizing, and analyzing using tools like Excel or specialized software.
Conduct research on financial markets, investment opportunities, and economic trends.
Assist in processing financial transactions such as trades, payments, and fund transfers, including reconciliation and record-keeping.
In client-facing roles, help with inquiries, portfolio management, and account maintenance.
Create financial reports, presentations, and documents for internal or external use.
Monitor financial news and industry developments, providing summaries or analysis to the team.
Handle administrative tasks like scheduling meetings and organizing documents.
Encouraged to learn and develop financial skills through shadowing and training programs.
Assist with projects related to financial analysis, risk assessment, and investment strategies.
Collaborate with team members and communicate with clients or partners.

Vera Wealth Consultancy