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Assistant

Employment Status
Permanent Full-Time
Location
Calgary, AB
Department
Retail
Reporting To
Investment Advisor(s) and Branch Management Team
Job Id
CGY – 101
Job Level
L3
Seniority Level
Associate
Position Overview

The ideal applicant will be an active team participant in an expanding high net worth holistic wealth management business and will be responsible for providing worldclass, client-centered service in the Assistant role. This individual will work as an integral part of a highly motivated team, all of whom understand that our clients are the cornerstone of our business and that in everything we do, the interest of our clients come first.

The Wealth Advisory team differentiates itself through relentless adherence to its four core principles: Respect for our clients, Integrity, Discipline and Independent Thinking. Our branch emanates through consistent timely delivery of best-in-class service to our clients, prospects, and other business stake holders.

Duties & Responsibilities
  • Acquire expert knowledge of the documentation process and liaise with back office staff
  • Directing daily flow of work
  • Answer phones, client inquiries and email client communication
  • Provide high level service to clients, priority management and multitasking
  • Process client banking related transactions
  • Request transfers and follow to completion
  • Assist with special projects as required to improve efficiency in the business
  • Verify trades promptly for clients as required
  • Update and open client accounts
  • Monitor client accounts ensuring transactions such as wires, market orders, contributions, cash journals and withdrawals are processed on a timely manner
  • Provide marketing support to the team as required
  • Meeting and agenda preparation
  • Create, implement and maintain new processes for work efficiency within the team
  • Update and keep current the CRM system
Skills & Qualifications
  • Excellent oral and written skills
  • Strong communication and interpersonal skills
  • Knowledge of Word, Excel and PowerPoint
  • Ability to balance time pressures and deadlines with conflicting demands
  • Autonomy, initiative and meticulous attention to detail
  • Strong fact finding and problem-solving skills
Education
  • Relevant industry related experience
  • University Degree or College Diploma
  • CSC and CPH courses and Investment Representative licensing would be an asset
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