Support a successful Wealth Management team as a full-time Investment Advisor Assistant. Focus on client communication, trade execution, and administrative tasks in the investment sector.
This role is perfect for candidates passionate about investment and insurance practices. You will play a critical role in scheduling client meetings and preparing necessary documentation while ensuring responsive communication with clients. Your ability to handle various administrative responsibilities will be vital to support financial advisors and maintain smooth operations.
Key Responsibilities:
• Manage scheduling and confirmation of client meetings
• Prepare financial reports and meeting materials
• Conduct meeting follow-up and client communication
• Administer client accounts and execute daily trades
• Ensure all databases are updated and maintained
Requirements:
• University Degree or College Diploma is preferred
• Prior completion of the Canadian Securities Course (CSC) is a plus
• Detail-oriented with robust multi-tasking skills
• Excellent time management and organizational capabilities
• Team-oriented with a positive attitude
Utilize your skills in a role designed for growth in the wealth management sector.
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