Job Description
Elevate your career as a Licensed Advisor Assistant in Wealth Management at Webster Financial, based in Hamilton, ON. This full-time role focuses on supporting financial advisors and enhancing client service.
At Webster Financial, we seek a dedicated Licensed Advisor Assistant to join our team. Your role involves preparing financial reports, managing client accounts, and coordinating appointments. You'll ensure compliance and assist with various administrative tasks, all while delivering exceptional service to clients and contributing to the success of our wealth management services.
Key Responsibilities:
• Prepare financial reports for client accounts
• Manage schedules and coordinate advisor appointments
• Assist with compliance documentation and administrative tasks
• Provide exceptional service and support to clients
• Help ensure the overall success of the wealth management team
Requirements:
• Proficient in managing client portfolios and financial repor...
At Webster Financial, we seek a dedicated Licensed Advisor Assistant to join our team. Your role involves preparing financial reports, managing client accounts, and coordinating appointments. You'll ensure compliance and assist with various administrative tasks, all while delivering exceptional service to clients and contributing to the success of our wealth management services.
Key Responsibilities:
• Prepare financial reports for client accounts
• Manage schedules and coordinate advisor appointments
• Assist with compliance documentation and administrative tasks
• Provide exceptional service and support to clients
• Help ensure the overall success of the wealth management team
Requirements:
• Proficient in managing client portfolios and financial repor...