Job Description
CG is seeking a Wealth Management Advisor Assistant to support client transactions and enhance wealth management strategies. Ideal candidates will have strong communication skills and knowledge of the financial industry.
You will work alongside a team of Investment Advisors to process client transactions and maintain account documentation. With 2-3 years in the securities field, your organizational skills and attention to detail will be crucial in maintaining client relationships. Engage in marketing initiatives to grow the business and support existing clients effectively.
Key Responsibilities:
• Process and confirm client trading orders
• Maintain client accounts and compile reports
• Provide excellent service to existing clients
• Assist in marketing initiatives for wealth business
• Perform administrative duties as required
Requirements:
• Fully IR licensed with CIRO and CIRE exam completed
• 2-3 years related experience in the securities industry
•...
You will work alongside a team of Investment Advisors to process client transactions and maintain account documentation. With 2-3 years in the securities field, your organizational skills and attention to detail will be crucial in maintaining client relationships. Engage in marketing initiatives to grow the business and support existing clients effectively.
Key Responsibilities:
• Process and confirm client trading orders
• Maintain client accounts and compile reports
• Provide excellent service to existing clients
• Assist in marketing initiatives for wealth business
• Perform administrative duties as required
Requirements:
• Fully IR licensed with CIRO and CIRE exam completed
• 2-3 years related experience in the securities industry
•...