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 educationThe 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.