Joyal Capital Management, a boutique financial firm, is seeking a Junior Technical Analyst to join our team in Boca Raton, FL.
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
Seniority level
Entry level
Employment type
Full-time
Job function
Information Technology
Industries
Investment Management
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