Elevate your career in Finance as a Wealth Management Advisor Assistant. This full-time role combines client interaction, meeting scheduling, and financial report preparation.
We are seeking an Advisor Assistant to bolster a thriving Wealth Management practice. Your primary responsibilities will focus on facilitating client meetings, preparing reports, and ensuring timely communication with clients regarding their account needs. Ideal candidates will have strong communication skills and attention to detail while managing multiple tasks.
Key Responsibilities:
• Schedule and confirm client meetings in a timely manner
• Prepare materials and reports for financial client meetings
• Handle follow-up activities to enhance client satisfaction




• Execute trades and review daily account activities
• Maintain accurate documentation and client communications
Requirements:
• University Degree or College Diploma beneficial
• Preference for candidates who have completed CSC
• Impeccable attention to detail and initiative
• Strong organizational and time management skills
• Positive team player mentality
Bring your ambition and organizational prowess to this energetic role in wealth management.
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📌 Wealth Management Advisor Assistant Role (Oshawa)
🏢 Engineering Search Firm
📍 Oshawa