Assistant

Job Description

The assistant provides key support to the wealth advisor, focusing on the day-to-day operation of the business.

Job Type: Contract, Full Time/ 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
• 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 the 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
• 1+ 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 preferred
• Pursuit of CSC, CPH, or any investment/ planning designation is preferred

What we offer:

• Being part of a high-growth team with unlimited potential and result-rewarded compensation
• Flexible arrangement to work hybrid/remotely, with a part-time option in the first year
• Benefits will be discussed and provided after 1 year of satisfactory performance

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 admin@aethalon.ca

1. What is your understanding of wealth management?
2. Why do you believe you can excel in this career?
3. What is your biggest achievement in life so far?