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Investment Advisor Assistant in Calgary at Jones Graham Consultants Inc

Date Posted: 3/27/2018

Job Snapshot

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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


•      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