Job Description
Job Details
Job Family Group: Wealth Sales & Service
Location: 2340A boulevard Lapiniere
Application Deadline: 06/25/2026
Responsibilities
- Support one or more Investment Advisors (IAs), IA Team and branch operations with day‑to‑day administration and provide exceptional client service to help achieve business objectives.
- Coordinate marketing activities on behalf of the advisory team, including website updates, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assist the advisory team in preparing for client meetings, including scheduling appointments.
- Handle clients’ day‑to‑day requests and inquiries such as wires, transfers, technology issues, account opening and updates, and follow up in a timely and confidential manner.
- Generate reports and documents for IAs and clients as requested and process items for client accounts and files.