Financial Advisor Assistant
7 days ago
Tradex is seeking to employ an Advisor Assistant on a six month contract with possibility of becoming full-time at its head office in Ottawa. The individual will work closely with Tradex's senior Investment Advisers and existing advisor assistants in every facet of their work. This position will be of interest to individuals who: - Understanding of financial services industry - Have a university or community college degree or equivalent experience and who have a keen interest in financial markets and working in the financial industry - Adaptable and tech-savvy, with a strong willingness to learn and embrace new digital tools and platforms that support our financial services - Able to adapt to evolving technology and programs - Enjoy working in a team environment and who are more than willing to "pitch in and contribute" on a daily basis in a wide variety of tasks -- from the very important to the more mundane **Responsibilities and Duties** Major Activities: - Assist Investment Advisers and existing assistants in the performance of their duties and provide customer service: - Participate in the preparation of portfolio reviews, client forms, monthly & quarterly reports and assist in maintaining electronic client files - Maintain the wealth management software/dealer back office software including identifying and reconciling exceptions through FundServ and update internal database systems - Assist in marketing efforts and material creation including preparing direct mail kits and following up on leads and referrals - Request information and documentation from clients to open an account or to update the data in their account as per the industry regulatory requirements - Follow up on client trades with other mutual fund companies, trust companies, etc. to ensure proper settlement and delivery - Contact clients when needed to discuss items that may be relevant to the account - Participate in client meetings, presentations and written communications with clients - Gather research and product information from internal and external sources - Prepare client statements and other like documentation - In addition, the incumbent will participate in a wide range of administrative and other activities associated with the operation and management of a small, not-for-profit, progressive company such as Tradex. **Qualifications and Skills** **Requirements**: - Working knowledge of Microsoft Office (Teams, Outlook, Excel, etc.) - Knowledge and skills for successful communication with clients and collection of accurate information - Written and verbal communication with clients and collection of accurate information - Written and verbal communication skills sufficient to provide clear information to colleagues and clients while conveying messages of varying complexity in a professional manner - Time management skills sufficient to schedule and complete work within established timeframes, while accommodating changing priorities - Maintaining current knowledge of policies, procedures, practices and tools within a dynamic environment of change - Highly organized, detail and accurate - Bilingualism preferred Hours: 8:00AM-4:00PM **Job Types**: Full-time, Fixed term contract Contract length: 6 months Pay: $21.50-$23.00 per hour Expected hours: 37.5 per week Work Location: In person
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