Are you a master of organization who thrives on keeping high-performing investment professionals on track? We are a busy Portfolio Management team looking for a dedicated Advisor Support Specialist to serve as the backbone of our practice.
This isn't just a "data entry" job—we need a gatekeeper and a strategist who takes pride in being a top-tier advisor support administrator for a sophisticated wealth management team.
The Location
Midtown Toronto. We are conveniently located right on the subway line, making for an easy, stress-free commute.
What You’ll Do
- Drive the Practice: Keep the portfolio management team focused on high-level strategy by managing complex schedules, meeting prep, and daily priorities.
- Client Onboarding: Lead the administrative onboarding process for new clients, ensuring all documentation is accurate and the transition is seamless.
- Client Management: Utilize CRM to manage HNW client data and ensure a premium service experience.
- Presentation Design: Create professional, high-impact presentations and quarterly reports using MS Office.
Who You Are
- A Natural Organizer:
You don’t just follow a process; you improve it. You are the person who keeps the entire team focused.
- Tech-Savvy: You are highly proficient in MS Office (Excel is a must).
- A Pro Communicator: You possess excellent verbal and written skills for professional, high-level client interaction.
- Career-Oriented and a Sense of Maturity: You aren't looking for a "stepping stone" to be an advisor—you want to be the best Advisor Support Qualified in the industry.
Requirements
- At least 5+ years of administrative/customer support experience in a wealth management environment.
- Strong proficiency in MS Office (Outlook, Word, and Excel).
- Experience with CRM such as Salesforce or ACT! is an asset.
- Ability to work on-site in Midtown Toronto.
- Experience with investment and registered products a must.
Qualified candidates are invited to send their resumes to:
David J. Corsini, Principal – Hunter Mercantile Hunter Mercantile is a boutique search firm recognized throughout North America for placement in wealth management.