Administration Assistant, Nesbitt Burns - Montreal

This role supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration tasks. · Wealth Sales & Service branch operations knowledge is an asset. · Maintains client database, · handles clients' general requests,inquiries including basic money ...

The role supports one or more Investment Advisors (IAs) and IA Team staff with day-to-day administration tasks. · ...

This role supports Investment Advisors and staff with day-to-day administration and provides exceptional client service to support business objectives. A client-focused role committed to managing and growing client relationships through the delivery of service and advice. · ...

This role supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration tasks and provides exceptional client service to support achievement of business objectives. · Coordinates marketing activities on behalf of the advisory team. · Assists ...

This role supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

++The Administration Assistant supports one or more Investment Advisors and IA Team and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ++Typically between 1 – 2 years of relevant experience. · Post-sec ...

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration. · Coordinates marketing activities on behalf of the advisory team · Handles clients general day-to-day requests and inquiries · ...

This client-focused role is committed to managing and growing client relationships through service delivery. · A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. · Partners with lead advisor(s) to build and nu ...

The role contributes to the overall success of the Investment Advisors portfolio and may be entitled to additional discretionary compensation. · ...

+ A client-focused role committed to managing and growing client relationships through service delivery and advice. Assesses individual investment needs to provide professional customized advice on sales. · Builds trust educating clients on investment strategies risks performance ...

This Administration Associate role supports Investment Advisors and staff with day-to-day administration and provides exceptional client service. · Schedules meetings with new prospects. · Coodinates marketing activities on behalf of the advisory team. · ...

A client-focused role committed to managing and growing client relationships through the delivery of service and advice builds client trust educating them on investment strategies associated risks and performance expectations that help them achieve their financial goals. · ...

Wealth Sales & Service supports one or more Investment Advisors (IAs) with day-to-day administration and provides exceptional client service. · Books meetings with new prospects. · Cookies marketing activities on behalf of the advisory team. · ...

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. · ...

+A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. · +Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. · ...

A client-focused role committed to managing and growing client relationships through delivery of service and advice. · ...

Supports the branch in achieving business objectives by providing effective operational support. · Manages client documentation. · Collaborates with internal stakeholders. · ...

The Administration Associate supports one or more Investment Advisors and IA Team and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives. · ...

Appuyer un ou plusieurs conseillers en placement (CP), les membres de leur équipe et leur personnel, soutenir les opérations en succursale en effectuant les activités d'administration courantes, et offrir un service à la clientèle exceptionnel afin de soutenir l'atteinte des obje ...