Elevate client service with Investment Planning Counsel as a Senior Advisor Associate. This hybrid role focuses on providing high-level support to advisors and clients efficiently.
At Investment Planning Counsel, we are currently seeking a Senior Advisor Associate to join our Nominee/GIC team. This role supports back-office processing and ensures a seamless experience for both internal and external clients. You will manage inquiries, oversee team workload, and assist in developing team members while striving for operational excellence.
Key Responsibilities:
• Serve as a delegate for the Team Manager in their absence
• Manage team workload and performance targets effectively
• Resolve complex inquiries while following quality standards
• Process documentation for accounts including TFSA, RSP, and estate accounts
• Lead team meetings to promote best practices and updates
Requirements:
• 2–5 years in the Mutual Fund Industry
• Strong time management and organ...