Become a pivotal part of a Wealth Advisory team as an Administrative Associate in London, Ontario. Focus on providing outstanding client service and managing essential administration tasks.
Your role as an Administrative Associate involves supporting Wealth Advisors through effective client administration, trade processing, and marketing assistance. You'll help build strong relationships with clients by addressing their needs and inquiries promptly. Additionally, you'll maintain tracking reports to align with the advisors’ financial objectives.
Key Responsibilities:
• Oversee administrative functions for client transactions
• Respond promptly to client inquiries and execute trades
• Organize and coordinate marketing initiatives
• Prepare and manage performance tracking reports
• Collaborate effectively with various departments
Requirements:
• Background in securities industry operations
• Approved Investment Representative by CIRO
• High-quality verbal ...