Explore a rewarding career as an Operational & Insurance Associate within our Private Wealth Management team. This hybrid role focuses on administrative support alongside insurance planning responsibilities.
You will provide vital administrative assistance while managing client documentation and conducting assessments for tailored financial and insurance solutions. The ideal candidate will thrive in a compliance-oriented, client-first environment and be proactive in operational tasks. Opportunities for professional growth into a licensed MFDA Associate are available.
Key Responsibilities:
• Deliver daily administrative support to the wealth management team
• Maintain organized records and manage scheduling tasks
• Conduct needs assessments for financial planning
• Guide clients through insurance applications and planning
• Collaborate with specialists to generate effective solutions
Requirements:
• Financial planning or insurance designation is an asset
•...