{"id":2029096,"url":"https://alion.io/job/fadac-resources-client-advisor-business-support-assistant","title":"Client Advisor / Business Support Assistant","company":{"id":3901510,"name":"Fadac Resources","domain":"fadacresources.com","url":"https://alion.io/company/fadac-resources","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Zoho Recruit","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lagos, Nigeria"],"countries":["NG"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-07T08:11:43Z","employer_posted_date":null,"last_verified_at":"2026-10-07T08:11:43Z","board_verified":false,"closed_at":null,"days_open":8,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":8},"description":"Fadac Resources and Services Limited is a professional consulting/recruitment company dedicated to connecting businesses with qualified, skilled, and reliable talent. We provide end-to-end recruitment solutions, from candidate sourcing and screening to interviews and placement, helping organizations build strong teams while providing job seekers with suitable career opportunities.\n\nWe are recruiting to fill the position below:\n\nJob Title: Client Advisor / Business Support Assistant\n\nLocation: Lagos\n\nEmployment Type: Full-time\n\nGrade: Analyst\n\nJob Description\n\nWe are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant.\nThis role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.\nThe objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships.\nAn existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.\nCultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs.\nThis is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously.\n\nKey Responsibilities of this role include but are not limited to\n\nServe as secondary point of contact for operational client matters.\nMaintain organised records of mandates, agreements and correspondence. Business Development Support\nEnsure accuracy and consistency of all client-facing reporting materials. Execution & Operational Coordination\nCoordinate with custodians and platform providers to obtain required data.\nContribute to continuous improvement of client experience processes.\nClient Support & Relationship Backing\nMaintain structured filing systems (digital and physical).\nPrepare meeting materials, client presentations and portfolio reports.\nIdentify opportunities to improve reporting efficiency and client servicing workflows.\nAssist in preparing investment research summaries and commentary for clients.\nAssist in researching prospects and preparing briefing notes.\nLiaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.\nSupport preparation of internal performance dashboards.\nPrepare financial illustrations and proposal documentation.\nAttend client meetings where required and document follow-up actions.\nSupport the Client Advisor in preparing pitch materials for prospective clients.\nMaintain pipeline tracking and follow-up schedules.\nSupport performance tracking, asset allocation analysis and risk monitoring.\nMonitor transaction processing and follow through to settlement confirmation.\nProvide analytical support during new client conversion processes. Administrative & Process Improvement\nTrack and manage client requests to ensure timely and accurate execution.\nAssist in maintaining detailed client records and documentation. Portfolio Reporting & Analysis\nAssist with preparation of subscription documents and capital call notices where applicable.\nSupport client onboarding processes including documentation and compliance requirements.\nSupport the relationship managers in managing day-to-day client interactions and service requirements.\n\nRequired Qualifications and Skills\n\nAble to work in a fast-paced team with minimal supervision\nExceptional written and verbal English language communication skills\nProficient in MS PowerPoint & Word\nMature, reliable and professional.\nExperience preparing client presentations, investment statements, and transaction processing\nProficient in macOS Keynote, Numbers and Pages\nProactive, dependable and solutions-focused\nStrong organisational and time management skills, ability to manage multiple tasks simultaneously\nHigh integrity and able to handle confidential matters with absolute discretion\nExceptional interpersonal and communication skills\nHighly responsive and service-oriented mindset.\nDiligent, with excellent attention to detail and high accuracy in reporting\nStrong presentation and proposal development skills\nTarget-driven and results-oriented, able to deliver on time, under pressure\nCFA, CFP®, CISI or equivalent designation preferred.\nStrong numerical and analytical capability.\n1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.\nBSc Degree in Finance, Economics, Accounting, Business or related field.\nHighly adaptable, able to deal with ambiguity and change\nHigh proficiency in Excel, including financial modelling and data analysis\nStrong understanding of financial products and multi-asset class portfolios\n\nHow to Apply\n\nInterested and qualified candidates should forward their CV to:  using the Job Title as the subject of the 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