We are seeking an individual to join our team in the Ottawaoffice. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.
Duties and Responsibilities
Investment Advisor Support:
- Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
- Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
Client Service:
- Foster and support client relationships
- Respond to requests for information from clients
- Investigate and resolve inquiries related to accounts
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
Administration:
- Maintain expense records and spreadsheets
- Filing and general administrative office duties as required
Adhere to professional practices and standards, as well as internal processes and controls
Qualifications
- Superior client relationship management skills
- Demonstrate a skilled and friendly manner
- Excellent verbal and written communication skills in English
- Relevant experience in the financial sector and/or administrative experience
- Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
- Experience with Client Relationship Management (CRM) systems such as Maximizer
- Strong organizational skills