Launch your career as an Advisor Support Specialist with our Portfolio Management team in Midtown Toronto. Drive efficiency and provide exceptional support to high-performing investment professionals.
Hunter Mercantile is in search of a master organizer for a crucial role in our practice. This position extends beyond data entry, as you will handle client onboarding and use CRM systems to enhance client service. Your tech-savviness and professionalism will ensure a seamless transition for new clients while supporting our team’s strategic initiatives.
Key Responsibilities:
• Keep the team's schedules and priorities organized
• Manage new client onboarding efficiently
• Utilize CRM to track and manage client information




• Design impactful presentations and reports using MS Office
• Focus on maintaining a high level of service
Requirements:
• 5+ years in an administrative or support role in wealth management
• Expertise in MS Office, particularly Excel
• Experience with CRM platforms advantageous
• Willingness to work in office in Midtown Toronto
• Background in investment products is required
Utilize your organizational and communication skills to excel as an Advisor Support Professional in the wealth management industry.
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📌 Portfolio Management Advisor Support Role (Toronto)
🏢 Hunter Mercantile
📍 Toronto