Job Description
Join our dynamic team as a Wealth Management Assistant, focusing on client relations, securities products, and personalized service delivery. Engage with members and clients while fostering business relationships.
In this role, you will support Wealth Management by serving clients and developing business relationships. Key skills include administrative assistance in compliance, budget management, and staff recruitment alongside operational tasks. Your interpersonal savvy will ensure satisfaction and adherence to organizational standards.
Key Responsibilities:
• Provide administrative support in compliance and budget management
• Resolve operational issues with support services
• Supervise client cheque deposits and complex operational tasks
• Recruit and onboard administrative staff for your branch
Requirements:
• Attestation of Collegial Studies
• Minimum of three years of relevant experience
• Mutual fund representative certificate required
• Knowledg...
In this role, you will support Wealth Management by serving clients and developing business relationships. Key skills include administrative assistance in compliance, budget management, and staff recruitment alongside operational tasks. Your interpersonal savvy will ensure satisfaction and adherence to organizational standards.
Key Responsibilities:
• Provide administrative support in compliance and budget management
• Resolve operational issues with support services
• Supervise client cheque deposits and complex operational tasks
• Recruit and onboard administrative staff for your branch
Requirements:
• Attestation of Collegial Studies
• Minimum of three years of relevant experience
• Mutual fund representative certificate required
• Knowledg...