Step into a one-year contract as a Wealth Associate, covering maternity leave. Support client needs, manage transactions, and ensure operational efficiency across various platforms.
We are seeking a motivated Wealth Associate for a 12-month contract. In this role, you'll cover client servicing needs while effectively communicating with clients and team members. Your responsibilities include managing fund movements, compliance checks, and client interactions, making it essential to thrive in high-pressure situations.
Key Responsibilities:
• Cover all client servicing needs and account openings
• Ensure operational efficiencies with internal departments
• Communicate with clients to solve problems
• Manage fund movements and client maturities
• Perform compliance audits and checks monthly
Requirements:
• Minimum 2 years' experience in wealth management
• Strong verbal and written communication skills
• Fully licensed or willing to complete CIRO licensing<...