Senior Financial Advisor Assistant
3 weeks ago
Location: Stratford
Job Overview:We are seeking an experienced Client Services Assistant to provide administrative and operational support to our Senior Financial Advisor.
Duties and Responsibilities:- Respond to client inquiries via phone, email, or software
- Schedule appointments and prepare daily account paperwork
- Process transactions and trades in a timely manner
- Manage account openings, updates, and transfers
- Organize and maintain digital filing systems
- Handle client requests and paperwork for tax season
- Update client databases and generate reports
- Generate maturity lists and reports for KYC Expiry and Non-Suitable Clients
- Track short- and long-term projects and deadlines
- Work with confidentiality at all times
- Mutual Funds License (preferred)
- Completed AML/Compliance training and CE credits
- Min. 2-5 years of experience in a financial administrative role
- Experience with Univeris software
- Strong digital literacy and research skills
- Proficiency in Microsoft Office Suite
- Exceptional written communication skills
- Strong time management and organizational abilities
- Interpersonal finesse and excellent office and phone etiquette
- Ability to work independently and efficiently
To apply, please submit a cover letter and resume to the hiring manager.
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