Join a collaborative team as an Administrative Associate in Wealth Management, based in St Judes, Newfoundland and Labrador. Engage with clients, manage workflows, and support business growth through effective administration and marketing.
This position demands experience in the securities sector and CIRO approval as an Investment Representative. You will play a critical role in ensuring client satisfaction by managing trades, inquiry responses, and facilitating events to capture business opportunities. Strong communication and organizational skills will be essential as you support Wealth Advisors in tracking performance and executing financial concepts.
Key Responsibilities:
• Oversee client administration processes and escalations
• Facilitate communication between Wealth Advisors and clients
• Assist in planning marketing events and materials
• Monitor business tracking reports for achievements
• Collaborate across various departments effectively
Requirements...