Become a pivotal Client Services Administrator with our Portfolio Management team located in Midtown Toronto. Embrace a role focused on organization and enhancing client experiences.
We are looking for an Advisor Support Specialist who thrives in a dynamic workplace and enjoys improving processes. At Hunter Mercantile, you'll ensure that our investment professionals stay on track by managing schedules and preparing for meetings. Effective communication and MS Office proficiency are essential in handling HNW clients and ensuring seamless onboarding experiences.
Key Responsibilities:
• Drive daily priorities for the portfolio management team
• Oversee administrative tasks during client onboarding
• Manage HNW client data using CRM tools
• Create high-impact presentations and reports
• Maintain strategic focus and workflow efficiency
Requirements:
• At least 5 years of customer support experience in wealth management
• Advanced skills in MS Office applications
• CRM experience, particularly with Salesforce or ACT!
• On-site work required in Midtown Toronto
• Familiarity with investment and registered products is essential
Elevate your career by becoming a trusted Advisor Support Professional in an esteemed wealth management environment.
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