Client Service Assistant, Private Wealth (Toronto)

Application Deadline: 06/04/2026

Address: YSC - 4881 Yonge Street

Responsibilities

• Coordinated marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Assisted the advisory team in preparing for client meetings, including scheduling appointments.
• Handled clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and followed up in a timely and confidential manner.
• Generated reports and documents for IAs and clients as requested and processed items for client accounts and files.
• Maintained and organized client database and client files.
• Ensured transactions and tasks were appropriately assigned to team members and completed.
• Provided team members with support on technology issues,...