Assistant

Position Overview

Duties and Responsibilities

• Investment Advisor Support: • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners • Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports
• Client Service: • Foster and support client relationships • Respond to requests for information from clients • Investigate and resolve inquiries related to accounts • Request information and documentation from clients in order to open accounts and keep client files up to date • Follow up on client trades to ensure proper settlement and delivery
• Administration: • Maintain expense records and spreadsheets • Filing and general administrative office duties as required • Adhere to professional practices and standards, as well as internal processes and controls
• Qualifications • Superior client relationship management skills • Demonstrate a professional and friendly manner • Excellent verbal and written communication skills in English • Relevant experience in the financial sector and/or administrative experience • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook • Experience with Client Relationship Management (CRM) systems such as Maximizer • Strong organizational skills • Meticulous attention to detail • Ability to prioritize, multitask, work within time constraints and follow-up • Ability to work in a team environment • Ability to quickly learn new technologies and programs
• Education • Post-secondary education