Associate

Maintain existing client accounts and identify opportunities to contact clients.,Manage timelines and key dates for accounts to ensure client support.,Respond to client inquiries (account transactions, requests, documentation, reporting) efficiently and with understanding.,Provide proactive client service using problem resolution skills.,Liaise with various departments for smooth and timely solutions.,Effectively manage incoming communications from clients, Advisors, and internal/external partners.,Assist the advisory team in welcoming and onboarding new clients.,Coordinate and prepare meetings for Advisors with clients/prospects.,Become well-versed in internal controls and industry regulatory requirements, ensuring accurate, up-to-date, and compliant client files and documentation.,Update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.

Canadian Investment Regulatory Exam (CIRE),Bilingualism (English and French),Minimum of 2 years of experience in the securities industry,Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook),Meticulous attention to detail,Excellent time management skills,Demonstrated skills in providing world-class client service