Embark on a rewarding journey with Prime Quadrant as an Associate Consultant, where you will directly assist affluent families with comprehensive financial solutions. Support is provided for managing CAD 26 billion under consultation while gaining exposure to various financial services.
This role is ideal for detail-oriented professionals who thrive in cooperative environments. You will handle client reporting, coordinate with compliance teams, and assist with tax-related tasks. Your ability to juggle multiple priorities while maintaining high accuracy will be crucial to success in this position.
Key Responsibilities:
• Support existing client families through relationship management
• Prepare and present client meeting documentation
• Ensure bookkeeping is accurate and reconciled
• Manage cash transfers and investment requirements
• Assist in the yearly tax filing process for clients
Requirements:
• University degree is a must
• Relevant financial services experience preferred
• Advanced skills in Microsoft Office required
• Robust communication capabilities in English
• Bilingualism is a valuable asset
Leverage your expertise and passion for client service as you grow your career at Prime Quadrant.
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