Excellent opportunity in the investment / insurance field!
Successful Wealth
Management practice looking to hire a full time Advisor Assistant. Must be good on the phone to talk with clients and help address any issues, and set up calls with their Financial Advisor. Preparation of materials and financial reports for client meetings -Handling client account administration, including client queries and requests -Responsible for preparing/processing documentation and account transactions -Responsible for ensuring all databases are updated and maintained -General office administrative duties as assigned -completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses University Degree or College Diploma (Business or Economics an asset, but not a requirement) -