The assistant provides key support to the wealth advisor, focusing on the day-to-day operation of the business.
Job Type: Contract, Part-Time
Responsibilities:
Trading and operation:
- Set up system trade entries promptly and accurately as directed by the advisor
- Conduct daily trade reconciliation to ensure all system entries are accurate and timely
- Support the advisor with client portfolio reviews to ensure alignment with risk profiles and investment strategies
- Coordinate and manage meeting schedules with clients and business partners
- Manage day-to-day operational communications with internal and external parties, investigate and resolve issues, and identify solutions to improve operational efficiency.
- Gather research and product information from various sources
Client administration and account management:
- Manage all aspects of client accounts, from initial opening to ongoing maintenance.
- Ensure all client documentation is complete and compliant with regulatory requirements, and proactively follow up on missing information.
- Prepare comprehensive presentations for clients, including performance, asset allocation, financial planning, etc.
Client services and relationship management:
- Manage client inquiries professionally and responsibly, ensuring all interactions are accurately documented.
- Process client requests on deposits, withdrawals, transfers, and other account-related matters.
- Develop, distribute, and maintain education and marketing materials
Business Growth:
- Contribute to business growth by generating ideas and recommendations to offer additional value to clients
Key Strength Expected:
- Patience and great attention to detail with a high level of accuracy
- Effective communication skills to work with various parties
- Positive mentality to serve clients and work with the team and business partners
Requirements:
- Post-secondary education is required
- 3+ years of experience in the finance/wealth industry preferred, ideally as an assistant
- Native/fluent in English is required; fluent in a second language is a plus
What we offer:
- Flexible working hours and arrangement to work remotely
- Being part of a high-growth team with unlimited potential and result-rewarded compensation
Interview Process:
- Phone screening
- Technical and case interview (virtual)
- Behavioral interview (in-person)
To apply, please submit a one-page resume and a one-page cover letter answering the following questions via email to lynn.wang@aethalon.ca
- What is your long-term career goal in wealth management?
- Can you share an example of delivering an excellent client experience?
- Can you share an example of taking an extra step to ensure the quality of the work that you delivered?