Wealth Advisor Administrative Assistant - Toronto, Canada - Duca
Description
Wealth Advisor Administrative Assistant**
Job Purpose & Summary
The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA's Wealth Management program, including but not limited to servicing existing Members (clients) and business development.
The Wealth Advisor Administrative assistant is responsible for preparing documents, scheduling client meetings, portfolio reviews, monitoring portfolios, processing trades, and many other administrative activities.
As partners, DUCA Financial Services Credit Union Ltd.and Aviso provide a fully comprehensive wealth management offering that encompasses a holistic Member-centric experience delivered through a network of leading financial and investment professionals.
The Wealth Advisor Administrative Assistant works closely with both DUCA's Wealth Advisors and our Aviso partners to help DUCA Members with their wealth management needs.
Key Accountabilities & Duties
- Manage daily administrative functions, including communicating with Members, scheduling meetings, and maintaining organized Member files
- Act as the first point of contact for Members and respond to Member inquiries in a professional and timely manner
- Regularly monitor Member portfolios and assist assigned Wealth Advisors in the overall portfolio management tasks including trade execution and review of equity research on existing stocks in portfolios.
- Coordinate Member review meetings and prepare information needed for meetings
- Coordinate and execute marketing initiatives, including events, phone campaigns and print marketing as well as other Member management initiatives.
- Some business development activities as needed.
Occupational Experience & Education Requirements
- 13 years of experience in the Banking/Investment/Wealth Management industry preferably working with wealth management or hightouch clients in an administrative role
- Postsecondary degree considered an asset
- Investment Funds In Canada (IFC) course or Canadian Securities Course (CSC) considered an asset
- Willing to take industry related courses/training as recommended
Knowledge, Skills & Attributes
- Passion for Member service with exceptional customer service, relationship building, problem solving, and followup skills
- Excellent communication skills, both verbal and written
- Ability to selfmanage workload with strong time management, planning, prioritization, and organizational skills
- Proficient in Microsoft Office Suite of products
- Experience or familiarity with Dataphile, Morning Star Advisor, Retirement tools, and/or Market Q considered an asset
- Demonstrated ability to take initiative and work independently with the ability to exercise mature judgement and decisionmaking
Working Conditions
- Normal office environment with occasional travel to DUCA's branches
Department:
Wealth
Primary Location:
Corporate Office
Employment Status:
Full-time
Hours per Week:38
Job Grade Level: 4
About DUCA
DUCA exists to help people
do more, be more and achieve more with their money and their lives.
We're driven by a co-operative philosophy that puts our Members (and Owners) at the centre of every decision we make, gives them a voice in how we're run, and rewards them for their loyalty by sharing our profits.
At DUCA, we're dedicated to creating a positive environment where our employees have growth and development opportunities, a healthy work/life balance, opportunities to give back to the community, and a focus on doing what is right for our Members.
DUCA offers a competitive total compensation package including base salary, a short-term incentive (bonus) program, a comprehensive benefits program, pension plan, and employee banking benefits.
We thank all applicants but only those considered for an interview will be contacted.More jobs from Duca
-
Technical Support Analyst
Toronto, Canada - 1 week ago
-
Senior Mortgage Officer
Toronto, ON, Canada - 3 weeks ago
-
Mobile Mortgage Specialist
Old Toronto, Canada - 22 hours ago
-
Member Service Representative
Guelph, Canada - 22 hours ago
-
Mortgage Broker Credit Specialist
Toronto, ON, Canada - 1 week ago
-
Member Service Representative
Guelph, ON, Canada - 2 weeks ago