Become the backbone of a growing Wealth Management practice as a full-time Advisor Assistant. Your role will enhance client communication, scheduling meetings, and preparing financial reports.This full-time position is ideal for individuals looking to thrive in the investment and insurance field. You will be responsible for scheduling client meetings, preparing materials, following up on activities, and executing trades. Solid communication skills are essential for assisting clients and addressing queries, along with the ability to manage various administrative tasks.Key Responsibilities:Schedule and confirm client meetings efficientlyPrepare financial reports and materials for meetingsComplete follow-up activities after client meetingsExecute trades and review daily trading activitiesHandle client account administration and queriesRequirements:University Degree or College Diploma, Business or Economics preferredCSC completion or enrollment is an assetStrong attention to detail and multitasking abilityExcellent interpersonal and organizational skillsPositive attitude and teamwork orientationBring your organizational skills and client service focus to excel as an Advisor Assistant.

📌 Advisor Assistant In Wealth Management (Oshawa)
🏢 Engineering Search Firm
📍 Oshawa