Wealth Advisory Administrative Associate

Location: Quebec

Join a Quebec team as an Administrative Associate, supporting Wealth Advisors. Deliver exceptional client service through administration and effective communication for trading success.

In this Administrative Associate role, you will significantly contribute to the success of Wealth Advisors by managing client administration and ensuring optimal service levels. Responsibilities include overseeing trades as directed by clients, addressing client inquiries, and providing marketing support for client engagement initiatives. You'll also monitor success metrics to support the growth of financial strategies.

Key Responsibilities:

• Ensure effective management of client administration processes

• Support trades through accurate client interaction

• Handle client inquiries and address issues swiftly

• Assist in coordinating marketing events and materials

• Track reports for Wealth Advisors to assess financial plans

Requirements:

• Proven experience in the securities industry

• Readiness to be registered as an Investment Representative

• Proficient verbal and written communication skills

• Exceptional organizational abilities and initiative

• Strong detail orientation and effective time management

Excel in client service and organizational support as an Administrative Associate in the Wealth Advisory sector in Quebec.
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