Join a leading wealth management team in Niagara, Ontario as an Executive Assistant. This role is pivotal in managing client interactions and providing administrative excellence.
You will report to the firm owner and actively support financial advisors in account management and compliance tasks. Your contributions will be essential in ensuring smooth operations and superior client service. The position requires a detail-oriented individual who thrives in a structured financial environment, managing tasks efficiently and effectively.
Key Responsibilities:
• Act as first point of contact for client inquiries
• Maintain accurate client records in CRM systems
• Prepare reports and documentation for client meetings
• Ensure compliance with regulatory requirements
• Process account openings and monitor account activities
Requirements:
• Background in financial services or similar fields
• Exceptional organizational skills and attention to detail
• Strong comm...