Client-Focused Wealth Management Assistant

Join Alterna as a Client-Focused Advisor Assistant in Wealth Management Operations. This full-time role helps enhance wealth creation strategies through exceptional client service and administrative support.

In this role, you will serve the Wealth Management sales force by managing client onboarding, updating KYC data, and assisting with investment research. You will ensure compliance while maintaining high standards of client care, directly contributing to the development of tailored wealth strategies.

Key Responsibilities:

• Assist in onboarding and maintaining client records

• Gather compliance-related information and client requests

• Contribute to KYC data updates and risk profiling

• Support investment strategy communication and education

• Help Advisors track client inquiries and maintain relationships

Requirements:

• 2-3 years of administrative experience in wealth management

• Canadian Securities Course and CPH certification required

• Proficient with Microsoft Office Suite and CRM systems

• Basic knowledge of the securities market and mutual funds

• Post-secondary education in a related field preferred

Bring your client service expertise and assist Advisors in delivering top-tier wealth management solutions at Alterna.
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