Private Client Associate

3 months ago

Toronto, Canada K.J. Harrison & Partners Inc. Full time

**Responsibilities**:

- Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients
- Prepare presentation materials for Private Client Team Principal
- Answer phones and respond to client inquiries promptly and professionally
- Prepare and maintain all client account documentation and files
- Prepare ongoing client portfolio analysis and review materials and participate in client meetings with the Private Client Principal
- Review and reconcile all daily trades
- Prepare daily reporting packages for Private Client Principal
- Organize Private Client Principal’s complex schedules, travel and coordinate meetings
- Prepare cheques, wire funds and assist in all account related inquiries
- Execute trades for the Private Client Principal
- Maintain and update client data within the firm’s CRM system
- Coordinate the preparation, distribution and review of quarterly reports to clients
- Compile, review and distribute annual tax packages to clients
- Organize and maintain calendars for Private Client Principal
- Arrange conference and video conference calls
- Organize and set up meetings and meeting rooms
- Importantly, as a strong team player, be willing, able and capable of backing up and supporting other Private Client Associates and the operational needs of the firm

**Requirements**:

- Minimum of 5 years experience in the investment industry as a Private Client Associate or a comparable role utilizing similar skill sets
- Registered with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR)
- Personable and dynamic individual with deep experience in dealing with high net worth and high profile clients
- Demonstrates professionalism and high integrity
- Unequivocally, a team player
- Strong communications and interpersonal skills
- Thorough knowledge of the private client business, including investment products and client account procedures (including both unregistered and registered investment accounts)
- Superb organizational and time management skills
- Ability to multi-task with conflicting demands
- Demonstrates excellent attention to detail
- Experience using ISM, CRM and portfolio management systems
- Seamless proficiency in Microsoft Office (including Excel, Powerpoint and Word) and Microsoft Outlook
- Ability to work with mínimal supervision
- Highly reliable and resourceful
- Ability to be operationally flexible, including working extended hours when required

**Salary**: $60,000.00-$80,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: Hybrid remote in Toronto, ON

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