Enhance your investment expertise at our firm as a Securities Advisor Assistant. Support account management while ensuring high-quality service in client relations and administrative tasks.
In this role, you'll be the backbone of the advisory team, streamlining operations and managing client account transactions daily. Your strong interpersonal skills will help you maintain relationships with clients, advisors, and partners. You'll take the lead in administrative tasks, including handling calendars, preparing documentation, and addressing client queries.
Key Responsibilities:
• Prepare documentation for client meetings
• Manage advisors' calendars and voicemails
• Complete account openings and securities transactions
• Conduct research and propose tailored solutions
• Produce reports and maintain initial statistics
Requirements:
• General college diploma in a related field
• Minimum of two years of relevant experience
• Proficiency in French is required...