Job Order Detail

Description

Investment Administration
    Pre and post appointment paperwork and processing
    Pre-brief and debrief client meetings with the advisor
    Manage & execute account openings and transactions

Advisor Co-ordinator
    Manage the schedules for client meetings and appointments
    Follow up with clients and confirm meetings to ensure clients are prepared for the meeting with the advisor
    Keep advisors organized
Client Relationship Management
    Implement the relationship management strategies used by the firm and learn the principles used
    Initiate, manage, and conduct proactive and professional contact with existing clients
    Professionally respond & assist clients who inquire with phone calls and/or email by creating and maintaining a high touch experience  create a great rapport.
    Anticipate client concerns and deal with them proactively
    Sustain a good rapport with clients and maintain the company image through effective communication
General Administration
    Create and maintain file standards and filing (paper & electronic)
    Investigate and solve administrative issues accurately and completely
    Maintain office support material
    Answer phones in a consistent & friendly manner to give all clients a good experience when establishing that first point of contact
    Provide back-up support to team members who may be absent due to illness, injury, or vacation
    Group insurance administration
Education/Skills/Requirements
    Experience in a financial services advisory firm preferred
    Canadian Investment Funds Certification an asset
    Willingness to obtain credentials (LLQP & CIFC) as required by the company
    Post secondary education an advantage
    Superior strategic thinking
    Superior multi-tasking skills
    Ability to make sound decisions quickly
    Effective communication skills  verbal and written
    Outstanding initiative
    Proficient with technology and software
    Be growth oriented  professionally & personally