Financial Advisor Assistant

7 days ago

Vancouver, British Columbia, Canada Raymond James Financial Full time

Financial Advisor Assistant
After years of rapid growth, LT Wealth Management Partners is ready to expand our team.

We are currently in search of a Financial Advisor Assistant who can help propel our client experience to the next level.

Your primary role will be ensuring that every client is on track to meet their financial goals.

You will support the Financial Advisors in reviewing client accounts, administering documentation and answering client queries related to their financial affairs.

This job is best suited to a mature individual looking for a long-term career.

Attention to detail, ability to solve problems, and amazing people skills are a must, along with investment industry and financial planning knowledge and a willingness to learn.

Most importantly, we are looking for someone with a great attitude, who will enjoy coming to work and serving clients as much as we do.


DO YOU

  • Love working with people?
  • Have an eye for detail?
  • Want to work with a young and innovative team?
If so, this is the perfect job for you

THE PERKS

  • Great people deserve great benefits.

As a start, benefits include:

  • Extended Health & Dental
  • Life Insurance
  • Paid and volunteer time off
  • Education reimbursement


Work life balance and flexibility is important to us; we are extremely considerate of your personal life and allow for remote working.

This is a permanent, full-time position with a competitive compensation package.

RESPONSIBILITIES WE'LL TRUST YOU WITH


Your job is to handle everything related to our clients' portfolio administration & communication, allowing us to remain focused on tasks associated with growing the business.


  • Typical tasks include:
  • Prepare & process client documentation
  • Assist in answering client questions regarding their accounts and financial affairs.
  • Building relationships with our amazing clients.
  • Help with scheduling & organization
  • Having fun, and much more
There is more to this role than just the above. We will likely lean on you for various tasks. As a small business, no job can be too big or too small. At LT Wealth, our team members wear many hats. Our newest team member will be no exception.

We want someone with the desire to do - and takes pride in doing - a good job.

You will have the skills expected of a Rockstar Financial Advisor Assistant including:

  • Attention to detail
  • Excellent written and verbal communication skills
  • Commitment to personal growth
  • Interpersonal skills, technical skills, and the desire to learn
  • Investment industry experience and preferably securities licensed
  • Ability to handle stressful situations
  • Problem solver

OUR HIRING PROCESS

  • If we are blown away by your cover letter, our Business Operations Lead will schedule a brief phone call to ask you some questions and get to know you a bit.
  • If the conversation goes well, we'll organize a formal video interview with our founder, Terry Wright.
  • If you have a stellar interview, the last step will be to meet the rest of the team for a casual chat. The purpose is to make sure we all like each other before committing to working together.
We are a young, growing, small business that treats our clients and team members like family.

Ultimately this process is designed so that once hired, our team and our client's all remark "Where did you find this person? They are AMAZING"

Job Wealth management

Primary Location CA-BC-Vancouver-Vancouver

Organization PCG IFS

Schedule Full-time

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