Administrative Associate for Wealth Advisors

Enhance client service as an Administrative Associate supporting Wealth Advisors in St. Catharines, Ontario. Ensure effective administration and manage day-to-day activities for optimal success.
In this role, you will facilitate exceptional client service and administration, demonstrating your expertise in the securities industry. Responsibilities include managing escalations, responding to inquiries, supporting portfolio reviews, and providing marketing assistance for events. You'll also collaborate across departments to strengthen business growth and relationships.
Key Responsibilities:
• Manage all administrative processes for client accounts
• Support advisors in reviews and portfolio trading
• Coordinate marketing materials for events and seminars
• Track reports on targets and financial plans
• Collaborate with internal departments to share insights
Requirements:
• Experience in the securities industry required
• Investment Representative approval wi...