Client-Focused Financial Assistant (Flexible Workstyles)

An established investment firm in Calgary is seeking a Financial Advisor Assistant to provide crucial administrative support in wealth management. The ideal candidate will have a minimum of 2 years' experience in the investment industry and possess excellent skills in time management and customer service. Responsibilities include preparing reports, processing transactions, and maintaining client relationships. A competitive salary of $45,000 - $55,000 annually is offered along with performance bonuses and benefits in a full-time permanent role.
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