Job Description
Salary Range: $45,000 - $50,000
We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Responsibilities
- Working directly with a team of Investment Advisors to focus on client relationships and build a sustainable wealth management business.
- Assisting Investment Advisors with processing and confirming client transactions.
- Dealing directly with all clients, providing quotes and executing trading orders.
- Maintaining account lists and compiling statistical information and reports.
- Processing and following up on client documentation for proper account maintenance.
- Assisting with servicing existing clients.
- Participating in developing the wealth business using various marketing initiatives.
- Performing additional administrative duties as required.