Wealth Management- Youth Apprentice

PURPOSE The Wealth Management YA is responsible for learning and applying their technical skills and working as part of a team carrying out tasks under close coaching and supervision. REPORTS TO/ ACCOUNTABILITY Consultant/Senior Consultant KEY SUCCESS FACTORS Ability to apply self to learning and applying technical skills. Co-operative team player. Interest in business and commercial affairs Ability to apply self to learning and applying technical skills. KEY RESPONSIBILITIES & LEARNING COMPETENCIES Navigate company CRM, financial planning tools, and document management systems. Maintain and update client data accurately and confidentially. Provide administrative support including scheduling, document preparation, and file organization. Support prospecting efforts through research and data gathering. Assist with client retention activities and meeting preparation. Prepare client-ready documents and financial summaries for advisor review. Support simple client service requests under supervision. Follow internal policies and regulatory compliance standards. SKILLS DEVELOPED Professional communication Attention to detail Financial services fundamentals Client service skills Business operations knowledge Regulatory and compliance awareness Technology proficiency QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES High school junior or senior Interest in business, finance, insurance, or wealth management Organized, responsible, and detail-oriented Professional demeanor and strong communication skills Ability to maintain confidentiality