Medical Office Associate
1 week ago
We seek a driven person to join our growing team as a Private Client Associate. In this role, the successful candidate will provide a wide range of supporting functions to a Senior Consultant and Associate Consultant across client service, administration, and investment introductions.
The responsibilities will also include participation alongside associates on strategic projects currently being prioritized by our organization.
Client service orientation – you get energy from helping people
Solid process orientation and ability to follow through on commitments
Flexible to work early or late on occasion and as needed.
University degree (ideally in finance, economics, business, or a related field)
Co-op/internship experience in a financial services organization
Strong Microsoft Office fluency (Excel, Word, OneNote, Teams)
Strong English writing and oral communication skills
Commitment to enroll in the Chartered Financial Analyst program and register for the CFA Level 1 exam or pursue the Chartered Investment Manager designation within 12 months of joining the firm
Bilingualism is an asset
Maintaining up-to-date records in the firm’s client reporting and relationship management database
Coordinating with internal team members to ensure all client reporting data is accurate
Providing clients with information and analyses on proposed investments in coordination with Prime Quadrant’s Investment Team and your practice group
Industry competitive base salary with a performance-based bonus structure
~ Health benefits via participation in the firm’s health spending account
~ Career advancement with demonstrated performance
~Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information.
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