Executive Assistant to Wealth Advisor

2 weeks ago

Toronto, Ontario, Canada Cumberland Private Wealth Management Inc. Full time

The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.

ESSENTIAL FUNCTIONS:


• Respond promptly and effectively to requests from clients, advisors and CPMs


• Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in compliance with our policies.


• Assist the CPMs in the completion of all tasks related to client relationship management activities, including preparing and organizing material, scheduling, and meeting set-up to our preferred standard, in person or on-line


• Ensure that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines


• Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)


• Provide Reception coverage and event support as required

 

QUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES, EXPERIENCE)

Education and Experience


• Post-secondary education preferred


• Minimum five years of experience working with senior management in a direct support role


• Excellent interpersonal and client service skills


• Ability to focus on detail and accuracy of client documents and communication


• Financial services industry or Wealth Management experience an asset

 

Job Specific Competencies:

 
• Minimum two years of relevant experience within the financial services industry


• Previous experience in onboarding of clients and ongoing client service support is an asset


• General knowledge of the investment industry and financial markets


• Exemplary service orientation and interpersonal skills and attention to detail


• Results-oriented; ability to work under pressure and manage priorities and take direction


• Ability to work independently but also essential to be a team player


• Advanced knowledge of Microsoft Word, Excel, PowerPoint and Outlook


• Excellent verbal and written communication skills in English


• Record and update client contacts and other related information in appropriate CRM system


• Complete the account opening process for clients


• Assist with annual Know Your Client, (KYC) updates


• Facilitate modification in investment policies for each account (update appropriate systems, advise and follow up with the Compliance department)


• Coordinate various administrative tasks and ensure the appropriate follow up

KEY RELATIONSHIP / CONTACTS


• Cumberland Staff


• Cumberland Clients and Prospective Clients

WORKING CONDITIONS


• Working hours (standard 40 hours (8:30 -5:30)


• Completion of tasks within a fixed time frame


• Occasional requirement to work overtime

  • Interested professionals should forward their resume and cover letter to careers@cpwm.ca and kindly reference "Client Experience Associate" opportunity.

Cumberland Private Wealth is an independent wealth manager focused on providing customized portfolio solutions and a rewarding client experience. The company values free thinking, teamwork, and direct relationships with clients. Employees are partners and owners, with a commitment to personal investment in client strategies. For over 25 years, Cumberland Private Wealth has helped families, individuals, and foundations achieve their financial goals through careful planning.

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