Job Description
Join our team in Mississauga, Ontario, as an Administrative Associate to enhance client service and support Wealth Advisors effectively. Your role will focus on client management, administrative processes, and marketing assistance.
As an Administrative Associate, you will ensure smooth client administration and facilitate client transactions promptly. This role requires experience in the securities industry and a CIRO Investment Representative approval. You will be responsible for managing reports that support portfolio growth and providing exceptional service by responding to client inquiries and resolving issues efficiently.
Key Responsibilities:
• Manage all administrative processes and client escalations
• Support portfolio reviews and facilitate client trade entries
• Coordinate marketing materials and events to attract clients
• Maintain reports on financial plans and business growth
• Collaborate with various departments to share insights
Requirements:
As an Administrative Associate, you will ensure smooth client administration and facilitate client transactions promptly. This role requires experience in the securities industry and a CIRO Investment Representative approval. You will be responsible for managing reports that support portfolio growth and providing exceptional service by responding to client inquiries and resolving issues efficiently.
Key Responsibilities:
• Manage all administrative processes and client escalations
• Support portfolio reviews and facilitate client trade entries
• Coordinate marketing materials and events to attract clients
• Maintain reports on financial plans and business growth
• Collaborate with various departments to share insights
Requirements: