Advisor Services, Representative
3 weeks ago
Advisor Services Administrator
About Pier 4 REIT
Pier 4 REIT is a Real Estate Investment Trust focusing on acquisition of multi‐family residential properties. Our foundation is built on over 40 years in the real estate industry with vast experience in ownership, property management, and capital improvements. Inaugurated in 2020, the Trust’s portfolio currently spreads across two provinces and four cities. Driven by a passion for real estate, compounded with years of industry experience, Pier 4 REIT’s management team is destined to continue to grow and create diversification within their fund.
Position Overview
Reporting to Senior Management the Advisor Services Administrator, role is accountable for a variety of administrative and project related tasks that provide professional support. This position ensures processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the business.
Key Responsibilities
- Maintain and prepare all necessary documents for the monthly closings and distributions
- Oversee and maintain the investor and advisor data bases and ensure all necessary information is accurately filled out
- Assist in the creation and executing of marketing material
- Attend all meetings ensuring detailed notes or meeting minutes are completed
- Assist with external stakeholder initiatives as it relates to dealing representatives, registered trust companies, unitholders, business partners, etc.
- Prioritize time commitments and actionable items
- Prioritize work by considering its risk, importance, urgency, and potential business, organizational, or unitholder implications
- Assist with various projects as assigned.
**Requirements**:
- 1-3 years of Advisor Services experience in a fast-paced organization. Experience in the financial services, clients’ services or real estate industry is an asset.
- University degree preferred.
- Ability to communicate in both English and French is preferred (oral and written).
- Strong organizational skills and ability to efficiently multi-task and prioritize work.
- Strong computer literacy with experience in the use of MS Office programs, project management tools with strong tech skills are a must.
- Demonstrate ability to communicate and interact effectively at all levels of the organization.
- Excellent written/verbal communication skills to compose a variety of correspondence and ensure accuracy of material.
- Must be available outside regular office hours to handle issues as they arise.
- Highly organized, meticulous, and extremely detailed oriented
-
Advisor Service Representative
4 weeks ago
Toronto, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Operations **Reporting To**: Manager, Advisor Service **Job Id**: OPS - 012 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: **Duties & Responsibilities**: - Support level 1 platform and operational queries - Prioritize Advisor team...
-
Service Advisor Assistant
4 weeks ago
Toronto, Canada AWIN - Honda Downtown Full timeOur Honda Downtown** Dealership** is looking for Service Advisor Assistant to join our amazing team! **Job Purpose** The Service Advisor Assistant is a front-line representative for the dealership’s service department. They welcome customers as they arrive in the department, answers basic inquiries and refers them to the appropriate individual or...
-
Member Service Representative
2 days ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time**Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Advisor Services Representative
4 weeks ago
Toronto, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Operations **Reporting To**: Vice President, Advisor Services **Job Id**: OPS - 010 **Job Level**: 2 **Seniority Level**: Associate **Position Overview**: **Duties & Responsibilities**: - Support level 1 platform and operational queries - Prioritize Advisor team...
-
Financial Services
1 month ago
Toronto, Canada Humber College Community Employment Services Full timeHumber College Employment Services is working in Collaboration with RBC and CIBC Bank to host a job fair scheduled for July 27, 2023 for the following roles: - **Financial Services Representative II, Financial Advisor**: - **Intern-GTA, Client Advisor, Service Associate,**: - **Sr. Client Service Representative, Customer Service/**: - **Client...
-
Client Service Representative
2 hours ago
Toronto, Canada AGF Management Limited Full timeAGF is looking for experienced Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service. By connecting, caring, and providing...
-
Operations Service Representative
4 weeks ago
Toronto, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Operations **Reporting To**: Manager, Operations Services **Job Id**: TOR - 452 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: The Operational Services Representative is a key member of the Operations Services Team supporting...
-
Operations Services Representative
4 weeks ago
Toronto, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Operations **Reporting To**: Manager, Operations Services **Job Id**: OPS - 011 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: The Operational Services Representative is a key member of the Operations Services Team supporting...
-
Member Service Representative
5 days ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full timeWhy DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Client Service Representative
2 hours ago
Toronto, Canada AGF Investments Full timeAGF is looking for experienced Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.By connecting, caring, and providing an...
-
Brand Advisor
1 month ago
Toronto, ON, Canada Premium Retail Services Full timeAs a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail customers and making products stand out by providing amazing coffee samples. What’s in it for you? Represent one of the largest coffee brands in the world. Premium-provided paid training to help elevate your skills and set you up for success. ...
-
Member Service Representative
4 days ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full timeWhy DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Operations Services Representative
4 weeks ago
Toronto, Canada Richardson Wealth Full time**Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Operations **Reporting To**: Manager, Operations Services **Job Id**: TOR - 453 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: The Operational Services Representative is a key member of the Operations Services Team supporting...
-
Senior Member Service Representative
4 days ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full timeWhy DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Automotive Service Advisor
1 day ago
Greater Toronto Area, Canada GENESIS YORKDALE Full timeThe Automotive Service Specialist is the dealership's first-line customer-relations and service representative and therefore must have strong customer service skills, good technical knowledge. Overall the tasks include diagnose, follow up and assist overall in the smooth daily running of the service department. Some main responsibilities: - Greet each...
-
Service Advisor
2 days ago
Toronto, Canada Cartier Full timeReference Code: 95179**Service Advisor**: - Toronto Bloor, ON, CA- PermanentThe story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities...
-
Bilingual Client Service Representative
5 days ago
Toronto, Canada AGF Management Limited Full timeAbout AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range...
-
Bilingual Client Service Representative
7 hours ago
Toronto, Canada AGF Investments Full timeAGF is looking for experienced Senior Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.By connecting, caring, and...
-
Senior Client Services Representative
5 hours ago
Toronto, Canada AGF Investments Full timeAGF is looking for experienced Senior Client Service Representatives who have a passion for investments and genuinely enjoy providing exceptional customer service to Financial Advisors and Investors. This is an exciting opportunity to take your career to the next level and be a champion delivering first-class customer service.By connecting, caring, and...
-
Nespresso Coffee Advisor
1 week ago
Toronto, Canada Premium Retail Services Full timeNespresso Coffee Advisor General Information Company: PRE-US Location: Etobicoke, Ontario, M8Z 1V1 Ref #: M52371 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements As a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail...