Investment Advisor Support Assistant
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Support Investment Advisors in Burlington through client service, account documentation, and organized administration for a functioning financial services team.
This Assistant contributes to business growth by supporting Investment Advisors and delivering high-level client service. The position includes preparing client reviews, presentations, correspondence, and reports. It also requires communication with clients, Advisors, and internal and external partners.
Key Responsibilities:
- Professionally service incoming telephone and email contacts
- Prepare account documentation, reviews, presentations, correspondence, and reports
- Respond to client information requests and account inquiries
- Request documentation and maintain updated client files
- Follow up on trades for proper settlement and delivery
Requirements:
- Relevant financial sector or administrative experience
- Excellent English verbal and written communication skills
- Proficiency with Word, Excel, PowerPoint, and Outlook
- Experience with CRM systems such as Maximizer
- Post-secondary education and strong organizational skills
Apply client service, communication, and financial administration skills while supporting Investment Advisors and Burlington client relationships.
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