Assistant

Position Overview

The ideal applicant will be an active team participant in an expanding high-net-worth holistic wealth management business. The applicant will be responsible for providing administrative assistance to the team as required.

Duties & Responsibilities

• Support the Investment team in general administrative duties in the management of client accounts
• Support the Investment team prepare client reviews and presentations
• Provide administrative support in opening accounts and keeping client files up to date
• Maintain administrative liaison with the different operations departments.
• Type memos, letters and documents. Prepare and manage periodic mass mailings to existing and potential clients
• Monitor all pending and outstanding paperwork; diarize to follow up regularly
• Process all client banking related transactions
• Request transfers and follow up to completion
• Set up client accounts on dividend reinvestment program as requested
• Process all client account contributions, de-registrations, withdrawal requests, cheques, and payment changes
• Compile tax packages and send them out to clients during tax season
• Process year-end client charitable donations
• Attend all branch meetings and report to team on any pertinent developments
• Maintain appointment agenda for Investment team
• Provide marketing support to the team as required
• File and scan documents

Skills & Qualifications

• Exceptional Client Service skills
• Strong organizational skills and ability to prioritize
• Ability to work autonomously while exhibiting initiative and attention to detail
• Excellent oral and written communication
• Proficient in Microsoft office programs (Word, Excel, PowerPoint, and Outlook)

Education

• Undergraduate degree, along with 1 year business / office experience
• The completion of the Canadian Securities Course and Conduct and Practice Handbook would be an asset
• Prior work experience in financial services would be an asset