Licensed Assistant/Associate

3 hours ago

Whitby, Canada Smith Financial Solutions Full time

Smith Financial Solutions is currently seeking a Licensed Assistant or Associate to join their team. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Effectively manage incoming communications from clients, Advisors and other internal and external partners. Assist the Advisor team in welcoming and onboarding new clients. Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. ie. KYC and KYP. Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. Follow up on client trades to ensure proper settlement and delivery. Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities. What do you need to succeed? University Degree preferred Canadian Investment Regulatory Exam, CIRE or the willingness to complete in a timely manner. Ability to work independently Strong skills working with business applications/technology, including Microsoft Office Suite Meticulous attention to detail and excellent time management skills Demonstrated skills in providing high quality client service that will come across as professional, warm, and friendly to our clients Exceptional verbal and written communication skills in English Company Description Smith Financial Solutions is a full service wealth management firm that helps clients protect their lifestyle. They specialize in investment management, insurance and planning. We operate independently, but are licensed through Manulife Wealth and Manulife Wealth Insurance. Additional Job Details Address: 305 Brock St N, Whitby, On. Work hours/week: 37.5 - Hybrid work from home. More office days will be required while training. #J-18808-Ljbffr

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