Play a pivotal role in client relations by assisting Investment Advisors. Handle administrative tasks, compliance, and trading support with precision and professionalism.
This position will support the Private Client Services team in fostering client loyalty and ensuring operational compliance. You will be responsible for preparing daily market reports and managing compliance-related inquiries while interacting with various stakeholders within the organization.
Key Responsibilities:
• Build solid connections across all organizational levels
• Administer daily trading and compliance inquiries
• Prepare comprehensive morning portfolio sheets
• Assist in developing marketing materials
• Manage CRM data and client information
Requirements:
• 3+ years in a sales administration role in the investment sector
• CIRO Licensed (IR or RR) required, Options preferred
• Exceptional planning and organizational skills necessary
• Excellent oral and written communication abilities
• Must handle confidential information with discretion
Ensure smooth operations and deliver exceptional client service through effective administrative strategies and relationship management.
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