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Investment Advisor Assistant in Edmonton at Jones Graham Consultants Inc

Date Posted: 3/13/2018

Job Snapshot

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    Not Specified
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Job Description

Category: Financial Services

Location: Edmonton Alberta Canada

Our client, a Wealth Management Boutique is growing and needing ahigh level administrator to support 2 Senior Advisors.

TheInvestment Advisor Assistant will provide

•     Administrative support for aSenior Advisor and an Associate

•     Processing of clientadministrative requests

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

•     Aiding in themaintenance of clients from preparing KYC update docs to schedulingappointments and timely processing of clientrequests

•     Aiding in the creation ofmarketing and sales material including client presentations

•     Coordinating with teams toensure excellence in client service

•      Providing office support to the group


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

•     Canadian SecuritiesCourse or Investment Industry Course an asset


Professional Experience

•     Minimum three (5)years’ experience in an administrative role.

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

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

•     Analyticalskills and high attention to detail.  

•     Proficientin computer skills on Microsoft Word, PowerPoint and Excel.

•     Strong organizationalskills and the ability to multi-task.

•     Experience in creatingmarketing and presentation material 

.   Website and social media maintenance

Personal Competencies

•     Strong skills inwritten and verbal communication

•     Comfortable in workingwith High Net Worth Clients

•     Articulate a strongclient centric culture

•     Ability to prioritize

•      Ability to deal with confidential documentation

•      Professional attitude

Details Apply Now