IPC Senior Advisor Associate Role
TechAlliance of Southwestern Ontario, London Economic Development Corporation
Job Description
Join Investment Planning Counsel as a Senior Advisor Associate to deliver exceptional service. This hybrid position focuses on back-office processing and client engagement, enhancing advisor efficiency.
The Senior Advisor Associate position at IPC is designed for experienced professionals seeking to make an impact. You will be tasked with managing inquiries and documentation for various financial accounts while ensuring that team performance meets established targets. This role combines leadership responsibilities with vital back-office support to uplift the team's success.
Key Responsibilities:
• Act as Team Manager delegate, making key decisions
• Oversee and balance team workload efficiently
• Provide leadership and support to team members
• Process transactions and manage documentation accurately
• Conduct regular team meetings to enhance practices
Requirements:
• 2–5 years experience in the Mutual Fund Industry
• Excellent communication skills across ...
The Senior Advisor Associate position at IPC is designed for experienced professionals seeking to make an impact. You will be tasked with managing inquiries and documentation for various financial accounts while ensuring that team performance meets established targets. This role combines leadership responsibilities with vital back-office support to uplift the team's success.
Key Responsibilities:
• Act as Team Manager delegate, making key decisions
• Oversee and balance team workload efficiently
• Provide leadership and support to team members
• Process transactions and manage documentation accurately
• Conduct regular team meetings to enhance practices
Requirements:
• 2–5 years experience in the Mutual Fund Industry
• Excellent communication skills across ...