This site uses cookies. To find out more, see our Cookies Policy

Investment Advisor Assistant in Calgary at Jones Graham Consultants Inc

Date Posted: 3/27/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Calgary
  • Job Type:
    Other
  • Experience:
    Not Specified
  • Date Posted:
    3/27/2018

Job Description

Category: Financial Services

Location: Calgary Alberta Canada

Our client, an IIROC non-bank owned Wealth Management Boutique is growing and needing a high-level administrator to support a Senior Advisor.

The Investment Advisor Assistant will provide


•      Administrative support for a Senior Advisor and an Associate


•      Processing of client administrative requests


•      Aiding in onboarding of clients from form completion to processing of forms, booking appointments


•      Aiding in the maintenance of clients from preparing KYC update docs to scheduling appointments and timely processing of client requests


•      Aiding in the creation of marketing and sales material including client presentations


•      Coordinating with teams to ensure excellence in client service


•      Providing office support to the group

Education


•      Post-Secondary School – diploma in administration or business is an asset


•      Canadian Securities Course or Investment Industry Course an asset

 

Professional Experience


•      Two to three years’ experience in an administrative role in Financial Services.


•      Experience working in a client-based environment with attention to client service.


•      Experience in the Wealth Management industry, particularly with High Net Worth clients

   Experience in NBIN (National Bank Independent Network) back-office is REQUIRED


•      Analytical skills and high attention to detail.  


•      Proficient in computer skills in Microsoft Word, PowerPoint, and Excel.


•      Strong organizational skills and the ability to multi-task.


•      Experience in creating marketing and presentation material 

.   Website and social media maintenance

Personal Competencies


•      Strong skills in written and verbal communication


•      Comfortable in working with High Net Worth Clients


•      Articulate a strong client-centric culture


•      Ability to prioritize


•      Ability to deal with confidential documentation


•      Professional attitude



Details Apply Now