Requisition ID:

Location: Canada, Newfoundland and Labrador, St Judes

Responsibilities

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships:
  • Support the advisor in regular reviews of portfolios, including entering client trades as directed by the client or advisor and identifying client needs.
  • Respond to client inquiries, resolve issues and effect client transactions in a timely and responsive manner.
• Provide marketing assistance by coordinating materials, events and seminars to increase or identify opportunities to increase assets and/or revenue.
• Support the growth of the business by managing tracking reports for the Wealth Advisor to review targets, recommendations, and financial plans/concepts.
• Build effective working relation...