Advisor Assistant

Full-time, Permanent

$40-44k

1 month ago in Administrative and Office Support

Job Description:

Our client, a private wealth firm, requires an Investment Advisor Assistant to join their team at an Ottawa branch. As an Assistant the incumbent will contribute to growing the business by providing support to the Portfolio Manager(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

Responsibilities:

Portfolio Manager Support:

  • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
  • Assist the Portfolio Manager(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:

  • Post-secondary education
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative
  • Superior client relationship management skills
  • Demonstrate a professional and friendly manner
  • Excellent verbal and written communication skills in English (French an asset)
  • Relevant experience in the financial sector and/or administrative experience
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
  • 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

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Leah; l.steinberg@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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