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    Junior Financial Analyst - Miami, United States - Joyal Capital Management

    Joyal Capital Management
    Joyal Capital Management Miami, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Joyal Capital Management, a boutique financial firm, is looking for a Junior Financial Analyst to join their team in Boca Raton, FL.

    With a 40-year track record of success in serving high net worth individuals, Joyal Capital Management specializes in estate planning, financial planning, investment management, and business services. The Junior Technical Analyst will provide crucial operational support to the Private Client Group (PCG) and Executives.

    The ideal candidate should have strong proficiency in Microsoft Office, exceptional attention to detail, and a commitment to high-quality work.

    Responsibilities:

    • Support the team in researching client files, ensuring accuracy and updates
    • Assist in creating client presentations, updating financial statements and legal documents
    • Communicate with insurance companies for policy values and legal document verification
    • Manage client asset titling processes efficiently
    • Participate in client meetings and conference calls as needed

    Benefits:

    • Professional work environment
    • Competitive Salary
    • Full Benefits Package
    • Extensive training opportunities
    • Potential for career advancement to client-facing roles

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