Advisor Assistant

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
• 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 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
• 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 results-based compensation

Interview Process:

• Phone screening
• Technical and case interview (virtual)
• Behavioral interview (in-person)

Pay: $20.00-$30.00 per hour

Expected hours: 10.0 – 21.0 per week

Application question(s):

• 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?
• How many years of experience do you have as an Advisor assistant?
• List all the softwares/technology systems that you can work proficiently.
• What is your long-term career goal in wealth management?

Work Location: Hybrid remote in Toronto, ON (Toronto District)