Become an integral part of a respected wealth management firm in Niagara, Ontario as an Executive Assistant. Your role will focus on client service, operational support, and meticulous administration.
Reporting directly to the owner, you'll facilitate client inquiries, manage account updates, and ensure adherence to regulatory practices. This position is designed for detail-oriented, organized individuals who can navigate a dynamic financial services setting with ease. You will play a crucial role in the firm's success by supporting both advisors and clients effectively.
Key Responsibilities:
• Respond to client service needs and inquiries
• Schedule client meetings and prepare necessary reports
• Maintain advisor's calendar and manage correspondence
• Uphold standards of compliance and documentation
• Assist in the preparation of financial planning materials
Requirements:
• Experience in wealth management or financial administration
• Proficient organizat...