Job Description

Aplin has partnered with one of Canada\'s largest privately owned asset management firms to recruit a Wealth Advisor Administrative Assistant.

This role requires someone with a high level of professionalism, strong relationship-building skills, and an understanding of wealth management processes. If you are looking for a strong team culture, a fun office environment, and a family feel team to work with and grow your career - please apply today!!

Responsibilities:

• Build relationships through professional communication and impeccable service for clients
• Work with internal operational teams to resolve issues that may arise and respond to client inquiries
• Understand the platform of investment products and services, enabling you to provide a personalized approach to client communications
• Customize presentation materials for new and existing clients
• Lead the onboarding process and establish a foundation for a positive client experience
• Execute all transactional requests and coordinate cash settlement as needed
• Participate in ad hoc projects and special assignments as needed

Qualifications:

• Excellent communication skills
• Genuine passion for building and maintaining long-term client relationships
• Strong attention to detail
• Good judgment coupled with the ability to set clear expectations and make sound decisions
• 3+ years of experience in an Administrative or Client facing role in a related career field (Finance, Wealth Management, Investment banking)
• Advanced knowledge of Excel, PowerPoint, Word, and Adobe Acrobat

Aplin, one of Canada\'s Best Managed Companies, is an employment agency that finds top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more:

David Aplin Group