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Financial Services Assistant

2 months ago

Oakville, Ontario, Canada Hunter Mercantile Full time
Job Summary

Hunter Mercantile is seeking a highly skilled Financial Services Assistant to join our team. As a key member of our wealth management team, you will provide administrative support to our Portfolio Manager and Senior Client Service Associate.

Key Responsibilities
  • Provide high-level administrative support to the Portfolio Manager and Senior Client Service Associate, including processing paperwork, entering data on electronic platforms, and preparing client files for meetings.
  • Assist with the processing of business transactions, using dealer-provided systems, and follow up on transactions and transfers.
  • Liaise with clients, handle phone calls and emails, and respond to requests for information.
  • Prepare professional correspondence and reports, documents, and files.
  • Calendar management and scheduling meetings.
  • Execute trade orders under the supervision of the Portfolio Manager or Senior Client Service Associate.
  • Maintain the client database and pull reports from the system.
  • Develop marketing initiatives to support the growth of our wealth management business.
Requirements
  • Minimum of 2 years of experience in wealth management, banking, or financial services.
  • Knowledge of investment products.
  • Excellent communication and interpersonal skills.
  • Excellent organizational skills, with a strong attention to detail.
  • Demonstrated ability to meet deadlines and take initiatives.
  • Ability to work independently and effectively with other employees and clients at all levels.
  • Intermediate to advanced computer skills, including good working knowledge of MS Office programs.
  • Experience with Dataphile and DocuSign an asset.
What We Offer

Hunter Mercantile offers a competitive compensation package, including a base salary, bonus, mentoring, and growth opportunities.