Wealth Assistant
Job Description & How to Apply Below
If you enjoy a role that utilizes your skills in providing administrative, office and client relationship support, this may be ideal for you! This is a long‑term career role with lots of opportunity for training and progression.
As Wealth Assistant, you will work closely with the Senior Financial team to support existing client relationships, provide administrative support and assist them in growing and managing the organization.
Qualifications You will bring the following qualifications and attributes:
Post‑secondary education in business, accounting, or finance.
Relevant financial services/banking industry experience is preferred.
Willing and committed to grow your career. Career driven, committed to ongoing industry training.
Motivated and positive personality with a strong commitment to client service. Able to deal with monetary and sensitive client issues in a professional and confidential manner.
Core Competencies Competency, accuracy and attention to detail.
Accountability.
Adaptability.
Business professionalism with vision and some entrepreneurial spirit. You will be a vital part of facilitating an open, honest and collaborative team environment.
Willing to learn and committed to continuous education and personal development.
Benefits Competitive salary plus opportunity for bonus, training, parking and more.
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