Job Description
Join a collaborative team as an Individual Wealth Administrator, focusing on client account administration in a hybrid work environment. Your role will emphasize exemplary service and meticulous management of individual wealth products.
This permanent position requires engaging with both internal and external clients to fulfill their service requests and manage product transactions effectively. You'll be responsible for policy issuance as well as the reconciliation of accounts. Your contribution will not only support client satisfaction but also help improve operational procedures.
Key Responsibilities:
• Administer all wealth management products with accuracy
• ISSUE new policies and manage client transactions
• Provide excellent service to clients and advisors
• Reconcile accounts and investigate discrepancies
• Engage in training and development initiatives
Requirements:
• Bilingual in French and English mand...
This permanent position requires engaging with both internal and external clients to fulfill their service requests and manage product transactions effectively. You'll be responsible for policy issuance as well as the reconciliation of accounts. Your contribution will not only support client satisfaction but also help improve operational procedures.
Key Responsibilities:
• Administer all wealth management products with accuracy
• ISSUE new policies and manage client transactions
• Provide excellent service to clients and advisors
• Reconcile accounts and investigate discrepancies
• Engage in training and development initiatives
Requirements:
• Bilingual in French and English mand...