Assistant

Aethalon | iA Private Wealth; Toronto; On-site; CAD 35,000 - 50,000; Full time

Job summary

A financial advisory firm in Toronto is seeking an assistant to support the wealth advisor with trading operations, client administration, and relationship management. Candidates should have post-secondary education, ideally with 1+ years of experience in the finance industry. This role offers flexible hybrid work arrangements and competitive compensation between $35,000 and $50,000 annually.

Benefits

Flexible work arrangements

Potential for benefits after 1 year

Result-rewarded compensation

Qualifications

• 1+ years of experience in the finance/wealth industry preferred, ideally as an assistant.
• Native/fluent in English required; fluent in a second language preferred.
• Pursuit of CSC, CPH, or any investment/planning designation preferred.

Responsibilities

• Set up system trade entries accurately as directed by the advisor.
• Conduct daily trade reconciliation to ensure accuracy.
• Manage all aspects of client accounts from opening to maintenance.
• Prepare comprehensive presentations for clients.

Skills

Patience

Attention to detail

Effective communication

Positive mentality

Education

Post-secondary education

Job description

To apply, please submit a one-page resume and a one-page cover letter answering the following questions via email to [e-mail]

• What is your understanding of wealth management?
• Why do you believe you can excel in this career?
• What is your biggest achievement in life so far?

Summary: The assistant provides key support to the wealth advisor, focusing on the day-to-day operation of the business.

Job Type: Contract, Full Time/ Part Time

Responsibilities:

Trading and operation:

● Set up system trade entries promptly and accurately as directed by the advisor

● Conduct daily trade reconciliation to ensure all system entries are accurate and timely

● Support the advisor with client portfolio reviews to ensure alignment with risk profiles and investment strategies

● Coordinate and manage meeting schedules with clients and business partners

● Gather research and product information from various sources

Client administration and account management:

● Manage all aspects of client accounts, from initial opening to ongoing maintenance.

● Ensure all client documentation is complete and compliant with regulatory requirements, and proactively follow up on missing information.

● Prepare comprehensive presentations for clients, including performance, asset allocation, financial planning, etc.

Client services and relationship management:

● Manage client inquiries professionally and responsibly, ensuring all interactions are accurately documented.

● Process client requests on deposits, withdrawals, transfers, and other account-related matters.

● Develop, distribute, and maintain education and marketing materials

Business Growth:

● Contribute to the business growth by generating ideas and recommendations to offer additional value to clients

Key Strength Expected:

● Patience and great attention to detail with a high level of accuracy

● Effective communication skills to work with various parties

● Positive mentality to serve clients and work with the team and business partners

Requirements:

● Post-secondary education is required

● 1+ years of experience in the finance/wealth industry preferred, ideally as an assistant

● Native/fluent in English is required; fluent in a second language is preferred

● Pursuit of CSC, CPH, or any investment/ planning designation is preferred

What we offer:

● Being part of a high-growth team with unlimited potential and result-rewarded compensation

● Flexible arrangement to work hybrid/remotely, with a part-time option in the first year

● Benefits will be discussed and provided after 1 year of satisfactory performance

Interview Process:

● Phone screening

● Technical and case interview (virtual)

● Behavioral interview (in-person)

Job Types: Full-time, Part-time

Pay: $35,000.00-$50,000.00 per year

Work Location: Hybrid remote in Toronto, ON