Become a Licensed Administrative Associate in a respected wealth management firm based in the Niagara Region. Enhance client interactions and operational processes with your expertise in this rewarding position. This role supports Investment Advisors by providing extensive client service, account management, and compliance tasks.

Candidates should be detail-oriented, qualified, and possess relevant industry experience to thrive in this environment focused on growth and collaboration. Key Responsibilities:
Act as a primary point of contact for clients
Ensure productive meeting coordination and documentation
Manage account openings and trade submissions
Maintain essential client records for compliance
Contribute to portfolio reviews and planning initiatives Requirements:
Completion of Canadian Securities Course and CPH required
Experience within financial services or wealth management
In-depth knowledge of investment products and compliance expectations
Robust communication and organizational skills
Proficient with Microsoft Office; CRM/Salesforce experience is beneficial Bring your investment expertise and exceptional client service skills to this prominent organization in Niagara.

📌 Wealth Management Administrative Associate Role Golden Horseshoe
🏢 The Burke Group
📍 Golden Horseshoe