Wealth Advisor Administrative Assistant

6 months ago

Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

**Why DUCA?**

At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community.

We believe our employees are our most valuable resource We are committed to providing you with the tools, support, and challenge you need to develop your career and achieve a healthy work-life balance while contributing to our outstanding culture. DUCA offers a strong total compensation package including competitive salaries and bonuses, employer-paid benefits, banking perks, wellness days, and much more.

**Wealth Administrative Assistant***

**Job Purpose & Summary**

The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA’s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative Assistant is responsible for preparing documents, scheduling client meetings, portfolio reviews, monitoring portfolios, processing trades, and many other administrative activities.

As partners, DUCA Financial Services Credit Union Ltd. and Aviso provide a fully comprehensive wealth management offering that encompasses a holistic Member-centric experience delivered through a network of leading financial and investment professionals. The Wealth Advisor Administrative Assistant works closely with both DUCA’s Wealth Advisors and our Aviso partners to help DUCA Members with their wealth management needs.

**Key Accountabilities & Duties**
- Manage daily administrative functions, including communicating with Members, scheduling meetings, and maintaining organized Member files
- Act as the first point of contact for Members and respond to Member inquiries in a professional and timely manner
- Regularly monitor Member portfolios and assist assigned Wealth Advisors in the overall portfolio management tasks including trade execution and review of equity research on existing stocks in portfolios.
- Coordinate Member review meetings and prepare information needed for meetings
- Coordinate and execute marketing initiatives, including events, phone campaigns and print marketing as well as other Member management initiatives.
- Some business development activities as needed.

**Occupational Experience & Education Requirements**
- 1-3 years of experience in the Banking/Investment/Wealth Management industry preferably working with wealth management or high-touch clients in an administrative role
- Post-secondary degree considered an asset
- Investment Funds In Canada (IFC) course or Canadian Securities Course (CSC) considered an asset
- Willing to take industry related courses/training as recommended

**Knowledge, Skills & Attributes**
- Passion for Member service with exceptional customer service, relationship building, problem solving, and follow-up skills
- Excellent communication skills, both verbal and written
- Ability to self-manage workload with strong time management, planning, prioritization, and organizational skills
- Proficient in Microsoft Office Suite of products
- Experience or familiarity with Dataphile, Morning Star Advisor, Retirement tools, and/or Market Q considered an asset
- Demonstrated ability to take initiative and work independently with the ability to exercise mature judgement and decision-making

**Working Conditions**
- Normal hybrid/office environment with occasional travel to DUCA’s branches

**Department**:Wealth

**Primary Location**:Corporate Office

**Employment Status**:Full-time

**Hours per Week**:38

We thank all applicants but only those considered for an interview will be contacted.

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