Join a high-performing Portfolio Management team as an Advisor Support Specialist in Midtown Toronto. Play a vital role in client onboarding, CRM management, and presentation design.
Hunter Mercantile is seeking a dedicated professional to enhance our practice's efficiency. This is not merely an administrative position; you will serve as a critical strategist and gatekeeper for our investment professionals. As the backbone of our team, your organization and communication skills will ensure we deliver exceptional service to our high-net-worth (HNW) clients.
Key Responsibilities:
• Manage complex schedules and daily priorities for the team
• Lead the onboarding process for new clients accurately
• Oversee client data through CRM for exceptional service




• Design professional presentations and quarterly reports
• Keep the team focused on strategic goals and objectives
Requirements:
• 5+ years in administrative support within wealth management
• Robust MS Office skills, especially in Excel
• Familiarity with CRM tools like Salesforce or ACT!
• Ability to work on-site in Midtown Toronto
• Experience with investment products is essential
Contribute your organizational skills and communication expertise as a top-tier Advisor Support Professional in the wealth management industry.
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📌 Advisor Support Specialist in Midtown Toronto
🏢 Hunter Mercantile
📍 Toronto