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Processes mutual fund and GIC transactions, investigates order rejections, coordinates confirmations and wire instructions, reconciles client accounts, manages departmental payables, processes commissions and trailer fees, monitors disclosure delivery, and administers account changes. The role communicates with portfolio managers, investment advisors, and fund manufacturers while maintaining high accuracy and meeting strict deadlines.

Provides administrative and client support to Investment Advisors, including phone and email communication, calendar and priority management, correspondence, presentations, reports, spreadsheets, expense processing, database maintenance, confidential client service, and special projects. The role requires strong organization, communication, discretion, prioritization, and proficiency with Microsoft Office. Banking or securities experience and knowledge of Dataphile or Salesforce are assets.

Supports business development and prospecting for a boutique wealth management team. Responsibilities include researching high-net-worth prospects and referral partners, managing the sales pipeline, conducting discovery conversations, preparing proposals and presentations, coordinating meetings, supporting client acquisition and onboarding, and tracking activities in the CRM. The role also assists with investment strategy presentations and uses approved AI and analytical tools while maintaining confidentiality, accuracy, and compliance.

Support a wealth management team by processing client transactions, executing trades, maintaining accounts and reports, servicing clients, and assisting with business development and administrative tasks.

Support discretionary portfolio management through portfolio administration, market monitoring, trade execution, rebalancing, investment research, and client communications. Prepare investment notes, maintain model portfolios, track market events, and assist with account administration and trading across equities, fixed income, and FX.

Support a Wealth Management team by maintaining client relationships, processing transactions and documentation, assisting with financial plans, servicing clients, supporting new client acquisition and marketing initiatives, and performing administrative duties.

Responsible for enhancing client relationships, updating financial plans, processing documentation, and supporting wealth business development with marketing initiatives.

Support a Wealth Management team by making outbound marketing calls to qualified prospects, nurturing leads, preparing marketing materials and correspondence, maintaining databases and records, and assisting with special projects to drive business development.

Support a Wealth Management team by processing client transactions, maintaining account lists, assisting with documentation, and developing client relationships.

Support Wealth & Estate Planning Specialists by creating financial plans, providing administrative support, entering client data into Conquest/Propel/insurer systems, producing life and living benefits illustrations, preparing insurance applications, maintaining accurate records and monthly pipelines, performing client outreach, supporting advisor training, and assisting on team improvement projects.