Ville : Canada

Catégorie : Other

Industrie : Financial Services

Employeur : Patrimoine Richardson

Investment Advisor Support:

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
• Assist the Investment Advisor(s) with managing their meetings and calendars

Client Service:

• Foster and support client relationships
• Respond to requests for information from clients
• Investigate and resolve inquiries related to accounts
• Request information and documentation from clients in order to open accounts, assist with planning and keeping client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Liase with various departments
• Assist with the preparation of client tax packages annually

Administration:

• Maintain expense records and spreadsheets
• Filing and general administrative office duties as required
• Adhere to professional practices and standards, as well as internal processes and controls

• Post-secondary education
• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset

We are seeking an individual to join our progressive and industry leading team in the downtown Toronto office. As an Assistant the incumbent will contribute to growing the business by providing support to the team ensuring high-level client service, and effective functioning of the team through administration-related tasks.