Wealth Associate at Private Wealth Management
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Enhance your career with Private Wealth Management 1859 as a Wealth Associate. Engage with affluent clients and provide superior administrative support in a hybrid work environment. In this crucial role, you will assist the Private Wealth Advisor with client account management and administrative tasks. Your responsibilities include preparing client meetings, maintaining client files, and coordinating with operational services. As a vital team member reporting to the Investment Customer Services Manager, you will foster close relationships with clients and colleagues to deliver exceptional service. Key Responsibilities:
- Assist in all administrative tasks for client accounts
- Provide superior customer service during client interactions
- Open and maintain compliance-ready client files
- Coordinate administrative tasks with operational services
- Prepare documents for client meetings and training sessions
- College diploma with five years of relevant experience
- Investment Representative license with CIRO
- Proficiency in Word and Excel software
- Strong communication and training skills
- Ability to work autonomously and under pressure