Executive Assistant in Wealth Management
St-Amour • st. catharines, Canada
Role Description
Join a leading wealth management firm in Niagara, Ontario as an Executive Assistant. Support client services, account management, and administrative tasks in a thriving financial environment.
This pivotal role reports directly to the owner and requires detail-oriented, organized individuals passionate about client service. With 1.5 to 3 years in a financial services position, you’ll manage appointments, maintain client records, and ensure regulatory compliance while providing vital administrative support.
Key Responsibilities:
• Act as primary contact for client inquiries
• Schedule client meetings and prepare documentation
• Manage advisor's calendar for appointments
• Maintain accurate client records in CRM systems
• Prepare reports and presentations for meetings
Requirements:
• Undergraduate degree strongly preferred
• Completion of CSC and CPH required
• Current Investment Representative registration is an asset
• Minimum 1.5 – 3 years in financi...
This pivotal role reports directly to the owner and requires detail-oriented, organized individuals passionate about client service. With 1.5 to 3 years in a financial services position, you’ll manage appointments, maintain client records, and ensure regulatory compliance while providing vital administrative support.
Key Responsibilities:
• Act as primary contact for client inquiries
• Schedule client meetings and prepare documentation
• Manage advisor's calendar for appointments
• Maintain accurate client records in CRM systems
• Prepare reports and presentations for meetings
Requirements:
• Undergraduate degree strongly preferred
• Completion of CSC and CPH required
• Current Investment Representative registration is an asset
• Minimum 1.5 – 3 years in financi...