Great 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.

Key Responsibilities:

- -Scheduling and confirming of client meetings
- -Preparation of materials and financial reports for client meetings
- -Completion of meeting follow-up activities
- -Trade execution & reviewing daily trades
- -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
- -Responsible for client mailings/communication




- -General office administrative duties as assigned
- -completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses

Qualifications:

- -University Degree or College Diploma (Business or Economics an asset, but not a requirement)
- -Candidates who have completed the Canadian Securities Course (CSC) preferred
- -Solid attention to detail with the ability to multi-task and show initiative
- -Excellent interpersonal and organizational skills, as well as strong time management and the ability to prioritize effectively
- - Must exemplify a positive attitude while working in a team environment

📌 Investment Advisor Associate (Oshawa)
🏢 Engineering Search Firm
📍 Oshawa