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 current 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 Qualified in the wealth management industry.

📌 Portfolio Management Advisor Support Role Toronto
🏢 Hunter Mercantile
📍 Toronto