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Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
Participate in activities to support Investment Advisors in their business development.
Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
Analyze, open and update client files.
Generate portfolio management reports.
Implement efficient procedures for the administration of client files.
Manage the advisors agenda, book appointments and prepare for client meetings.
Provide clients with information on tax slips and other documents.
Assist clients in the use of our digital banking services.
Carry out all other related tasks.
Essential Skills
- Oral communication
- Working with others
- Job task planning and organizing
- Computer use
Transportation/Travel Information
- Travel expenses not paid by employer
Technical Terminology
- Financial
Work Setting
- Private sector
Security and Safety
- Basic security clearance
Business Equipment and Computer Applications
- MS Word
- Electronic mail