Wealth Advisor Administrative Assistant Jobs

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Demonstrated technical proficiency in financial planning, asset management and insurance

Your key experiences and qualifications will include:

Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth

Ensure all client information and regulatory requirements are up to date and current

Proactively enhancing your expertise through attending seminars, continued education and proactive personal development

Chartered Investment Manager (CIM) or completion of CFA Level 1

Delivering investment advice to our clients through phone, email, and chat

Collaborating with team members to coordinate and improve delivery of investment and financial advice

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Employee Share Purchase Program (ESPP)

High level of time management and organization skills

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.

Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

Tap into your superior problem resolution skills to provide proactive client service.

Effectively manage incoming communications from clients, Advisors and other internal and external partners.

Strong skills in working with various business applications/technology

Experience in business development and social media management

Manage schedules, including coordinating meetings and appointments, and making travel arrangements, including virtual (video) appointments.

Manage social media accounts, create, and schedule posts, monitor engagement, and analytics.

Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.

1-3 years of previous experience in a similar role

Excellent communication skills, both written and verbal