Location: Canada, Newfoundland and Labrador, St Judes
Responsibilities
Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
Consistently demonstrate high levels of client service to deepen relationships:
Support the advisor in regular reviews of portfolios, including entering client trades as directed by the client or advisor and identifying client needs.
Respond to client inquiries, resolve issues and effect client transactions in a timely and responsive manner.
Provide marketing assistance by coordinating materials, events and seminars to increase or identify opportunities to increase assets and/or revenue.
Support the growth of the business by managing tracking reports for the Wealth Advisor to review targets, recommendations, and financial plans/concepts.