Join a dynamic team in Regina as a Wealth Associate, focusing on administrative support and client relationships in the wealth management sector. Leverage your organizational skills to help advisors achieve their goals.
We are seeking a detail-oriented Wealth Associate or Senior Wealth Associate to enhance our advisors’ practices. In this role, you will manage client files, prepare reports, and aid in business goal execution. Your proactive approach will help develop trust with clients and ensure compliance with all regulations.
Key Responsibilities:
• Provide administrative support for advisors’ practices
• Manage client files and prepare for meetings
• Build rapport with clients and internal stakeholders
• Navigate CRM and ensure compliance with regulations
• Assist in report generation and research tasks
Requirements:
• Post-secondary education in finance or related field
• Experience in the wealth or insurance industry
• CRM expertise is a plus
•...