Job Description
Elevate your career as an Administrative Associate with a Wealth Advisor in London, Ontario. Deliver exceptional client service and manage key administrative processes effectively.
In this position, you will support Wealth Advisors by ensuring high-level client administration and contribute to business growth. Your role involves entering trades, resolving client inquiries, and coordinating marketing materials for events. By fostering strong client relationships and collaborating across departments, you will enhance the overall success of the advisory team.
Key Responsibilities:
• Manage all administrative processes for client accounts
• Enter client trades and respond to inquiries promptly
• Organize marketing materials for client events
• Track performance reports to meet business targets
• Collaborate with other departments to enhance service quality
Requirements:
• Experience in the securities industry
• CIRO-approved Investment Representative status
In this position, you will support Wealth Advisors by ensuring high-level client administration and contribute to business growth. Your role involves entering trades, resolving client inquiries, and coordinating marketing materials for events. By fostering strong client relationships and collaborating across departments, you will enhance the overall success of the advisory team.
Key Responsibilities:
• Manage all administrative processes for client accounts
• Enter client trades and respond to inquiries promptly
• Organize marketing materials for client events
• Track performance reports to meet business targets
• Collaborate with other departments to enhance service quality
Requirements:
• Experience in the securities industry
• CIRO-approved Investment Representative status