Join Alterna Savings as a full time Investment Operations Assistant, driving efficiency for the Wealth Management sales force. Support advisors with client interactions and compliance documentation seamlessly.

In this role, you will provide crucial day-to-day assistance to wealth management advisors, ensuring compliance with regulatory standards and accurate client data management. Your focus will include KYC maintenance, risk profiling, and effective client education. Continuous learning about industry trends will empower you to offer tailored investment strategies.

Key Responsibilities:
• Maintain up-to-date client information records
• Collaborate with advisors on client risk profiles
• Assist in educating clients about investment options




• Conduct preliminary investment research and support education
• Handle inquiries and follow up on client accounts

Requirements:
• Post-secondary education in a related field preferred
• Completion of CSC and CPH courses required
• 2-3 years experience in a wealth management environment
• Microsoft Office and CRM proficiency
• Knowledge of securities market and mutual funds

Enhance advisor productivity and support wealth creation initiatives with your skills at Alterna.
#J-18808-Ljbffr

📌 Investment Operations Assistant Role (Quebec City)
🏢 Alterna Savings
📍 Quebec City