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.

Robust 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 efficiently
Prepare financial reports and materials for meetings
Complete follow-up activities after client meetings
Execute trades and review daily trading activities
Handle client account administration and queries Requirements:
University Degree or College Diploma, Business or Economics preferred
CSC completion or enrollment is an asset
Solid attention to detail and multitasking ability
Excellent interpersonal and organizational skills
Positive attitude and teamwork orientation Bring your organizational skills and client service focus to excel as an Advisor Assistant.

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