Assistant

Position Overview

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.
This is an existing vacancy

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 professional 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

•    Meticulous attention to detail

•    Ability to prioritize, multitask, work within time constraints and follow-up

•    Ability to work in a team environment 

•    Ability to quickly learn new technologies and programs

Education

•    Post-secondary education
The expected annualized base salary range for this role is $40,000-$65,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.