Advisor Assistant Jobs

To Apply for this Job Click Here Our client, a highly respected Financial Advisor team based in downtown Winnipeg, has partnered with Stacey Danley at Aplin on the search for an Advisor Assistant. The Assistant’s primary focus is to assist an advisor in the day-to-day trading and administration of their business. Benefits and Perks: Competitive…
To Apply for this Job Click Here
Our client, a highly respected Financial Advisor team based in downtown Winnipeg, has partnered with Stacey Danley at Aplin on the search for an Advisor Assistant. The Assistant’s primary focus is to assist an advisor in the day-to-day trading and administration of their business.
Benefits and Perks:

• A small, tight-knit, and tenured team
• Competitive salary and bonus commensurate with experience
• Commitment to professional development and training
• Comprehensive benefits and RSP options
• Bright, modern office in a central location

Responsibilities:

• Gathering research and project information
• Responding to client inquiries and troubleshooting issues as needed
• Staying up to date with regulatory rules and trading activities
• Developing and distributing marketing materials
• Entering clients’ trades as directed by the client and/or advisor
• Following up on missing documentation
• Issuing instructions for withdrawals, deposits, and transfers
• Recommending process improvements and office efficiencies as needed
• Reviewing commission reports
• Reviewing client portfolios alongside the advisor to ensure alignment with risk profiles
• Preparing, analyzing, and presenting reports and annual summaries
• Organizing client events and sponsorship activities

Qualifications:

• Completion of a Business Administration program or related post-secondary education would be an asset
• Strong mathematical acumen with an ability to analyze, investigate and problem-solve as needed
• 5+ years of related work experience in client administration, with an investment counsel firm, broker, financial planner, or mutual fund company
• Completion (or desire to complete) the Canadian Securities Course is a requirement of the position
• Proven ability to deliver a high level of customer service
• Ability to meet deadlines without compromising accuracy and attention to detail
• Proficiency with technology including Excel and client databases
• Excellent verbal and written communication skills

Aplin, one of Canada’s Best Managed Companies, is an employment agency that finds top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: www.aplin.com
To Apply for this Job Click Here