Found Description
Support top-tier financial advisors at a reputable firm in Niagara, Ontario as an Executive Assistant. This role emphasizes client service, account management, and administrative excellence.
As a direct report to the owner, you’ll play a key role in enhancing client relations and maintaining compliance standards. The ideal candidate will possess 1.5 to 3 years in a similar role, showcasing strong organizational skills and proficiency with Microsoft Office applications.
Key Responsibilities:
• Manage client queries and requests efficiently
• Coordinate schedules and meetings for advisors
• Ensure compliance with regulatory documentation
• Maintain detailed client records and reports
• Assist in preparing financial plans and investment proposals
Requirements:
• Undergraduate degree strongly preferred
• Canadian Securities Course and Conduct & Practices Handbook completion required
• Current IR registration is an asset
• Minimum 1.5 – 3 years in finance...
As a direct report to the owner, you’ll play a key role in enhancing client relations and maintaining compliance standards. The ideal candidate will possess 1.5 to 3 years in a similar role, showcasing strong organizational skills and proficiency with Microsoft Office applications.
Key Responsibilities:
• Manage client queries and requests efficiently
• Coordinate schedules and meetings for advisors
• Ensure compliance with regulatory documentation
• Maintain detailed client records and reports
• Assist in preparing financial plans and investment proposals
Requirements:
• Undergraduate degree strongly preferred
• Canadian Securities Course and Conduct & Practices Handbook completion required
• Current IR registration is an asset
• Minimum 1.5 – 3 years in finance...
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