Wealth Advisor Assistant
About The Position
The primary role of the Wealth Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate. The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role an ability to work within deadlines both independently and as part of a team, proven effective time management skills, and a focus on customer service. As a key member of the team, contributions are important to the success of the client relationship with the Financial Advisor, and to the success of the Branch as a whole.
Requirements
- Post-secondary education
- IR Licensed or successful completion of licensing within 1 year of hire
- Excellent proficiency with MS Office particularly Word, Excel and Outlook
- Excellent verbal and written communication skills
- The desire to contribute to a collaborative working environment, while maintaining a professional, positive manner
- Superior customer service skills
- Meticulous attention to detail
- Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up
- Strong organizational skills
- Superior problem solving skills
- The ability to work within deadlines in a high-volume, pressure-oriented environment
- Ability to effectively handle confidential information
Nice To Haves
- Experience with Dataphile and FactSet is an asset
- Experience with Croesus is an asset
Responsibilities
- Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work
- Process and follow up on security transactions and transfers
- Handle incoming and outgoing phone calls with clients
- Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving
- Service clients’ general day-to-day requests
- Maintain Financial Advisor files, calendar & expenses
- Perform general office duties
Benefits
- flexible workstyles
- competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
