Elevate your career as a Wealth Associate with Aviso Insurance Inc., supporting a dedicated Wealth Advisor in enhancing client experiences. If you thrive on delivering exceptional client service and fostering relationships, this is your chance.
In this role, you will contribute to the success of a growing practice by providing key support to a Wealth Advisor. Responsibilities include analyzing client accounts, coordinating transactions, and managing client communications. Your attention to detail and proactive service will be essential in helping maintain and grow our clientele.
Key Responsibilities:
• Analyze client accounts for business development opportunities
• Deliver exceptional service in-person, via phone, and email
• Manage client referrals and maintain accurate records
• Process account applications and monthly reporting
• Coordinate with back office to resolve issues
Requirements:
• Minimum two years of experience in financial advisory
• Robust attention to detail and client-focused approach
• Knowledge of investment or insurance products preferred
• Excellent communication and time management skills
• Proficient in Microsoft 365 applications
Utilize your skills in client service and financial advisory as a Wealth Associate at Aviso Insurance.
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