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, professional, 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 efficient 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
- Solid 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 (Ontario)
🏢 The Burke Group
📍 Ontario