Base: $33,600.00 - $50,900.00; bonus/equity: may b...
Exceptional client service
Day-to-day administration
Handles client requests and inquiries
Supports one or more Investment Advisors and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives
Job Summary
Supports one or more Investment Advisors and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Coordinates marketing activities, assists in preparing for client meetings, and handles clients’ general day-to-day requests and inquiries.
Follows through on risk and compliance processes and policies to ensure safeguarding of customers’ assets and maintaining privacy.
Matching Summary
Supports one or more Investment Advisors and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Salary
Base: $33,600.00 - $50,900.00; Bonus/Equity: May be eligible for discretionary compensation/bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional client service
Day-to-day administration
Handles client requests and inquiries
Maintains client database and files
Follows risk and compliance processes
Nice-to-have
Develops rapport and instills confidence
Promotes a positive client experience
Coordinates marketing activities
Assists in preparing for client meetings
Key Requirements
2-3 years of relevant experience
Post-secondary degree desirable or equivalent experience