Wealth Advisor Administrative Assistant

DUCA Financial Services Credit Union Ltd.; Toronto; On-site; CAD 51,000 - 60,000; Full time

Job summary

DUCA Financial Services Credit Union Ltd. is seeking a Wealth Advisor Administrative Assistant to support Wealth Advisors in their Wealth Management program. Responsibilities include managing administrative tasks, monitoring Member portfolios, and coordinating meetings. Ideal candidates will have experience in the Banking/Investment industry and excellent customer service skills.

Qualifications

• 1-3 years of experience in Banking/Investment/Wealth Management.
• Post-secondary degree considered an asset.
• Willing to take industry-related courses/training.

Responsibilities

• Manage daily administrative functions and communicate with Members.
• Monitor Member portfolios and assist in portfolio management tasks.
• Coordinate Member review meetings and prepare necessary information.

Skills

Customer service

Relationship building

Problem solving

Time management

Organizational skills

Education

Post-secondary degree

Investment Funds in Canada (IFC) course

Canadian Securities Course (CSC)

Tools

Microsoft Office Suite

Dataphile

Morning Star Advisor

Retirement tools

Market Q

Job description

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More .

DUCA () is the fastest organically growing large Credit Union in Canada distinguished for the following :

• Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
• Competitive rates.
• Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
• Profit sharing among Members.
• Multiple ways to bank—online, mobile app, phone / full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24 / 7
• A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with one of Canada’s fastest growing credit unions means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

DUCA is looking for a Wealth Advisor Administrative Assistant to join our growing team!

Job Purpose & Summary

The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA’s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative assistant is responsible for preparing documents, scheduling client meetings, portfolio reviews, monitoring portfolios, processing trades, and many other administrative activities.

As partners, DUCA Financial Services Credit Union Ltd. and Aviso provide a fully comprehensive wealth management offering that encompasses a holistic Member-centric experience delivered through a network of leading financial and investment professionals. The Wealth Advisor Administrative Assistant works closely with both DUCA’s Wealth Advisors and our Aviso partners to help DUCA Members with their wealth management needs.

Key Accountabilities & Duties

• Manage daily administrative functions, including communicating with Members, scheduling meetings, and maintaining organized Member files
• Act as the first point of contact for Members and respond to Member inquiries in a professional and timely manner
• Regularly monitor Member portfolios and assist assigned Wealth Advisors in the overall portfolio management tasks including trade execution and review of equity research on existing stocks in portfolios.
• Coordinate Member review meetings and prepare information needed for meetings
• Coordinate and execute marketing initiatives, including events, phone campaigns and print marketing as well as other Member management initiatives.
• Some business development activities as needed.

Occupational Experience & Education Requirements

• 1-3 years of experience in the Banking / Investment / Wealth Management industry working with wealth management and high-touch clients in an administrative role
• Post-secondary degree considered an asset
• Investment Funds In Canada (IFC) course or Canadian Securities Course (CSC) considered an asset
• Willing to take industry related courses / training as recommended

Knowledge, Skills & Attributes

• Passion for Member service with exceptional customer service, relationship building, problem solving, and follow-up skills
• Excellent communication skills, both verbal and written
• Ability to self-manage workload with strong time management, planning, prioritization, and organizational skills
• Proficient in Microsoft Office Suite of products
• Experience or familiarity with Dataphile, Morning Star Advisor, Retirement tools , and / or Market Q considered an asset
• Demonstrated ability to take initiative and work independently with the ability to exercise mature judgement and decision-making

Working Conditions

• Normal office environment with occasional travel to DUCA’s branches

Department : Wealth Management

Primary Location : Corporate Office - 5255 Yonge Street, North York, M2N 5P8

Employment Status : Full-Time

Salary : The annual salary range for this position starts at $51,904. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education / training. Depending on the position, DUCA’s total compensation package may include incentive compensation tied to company and individual performance or other benefits.

Number of Vacancies : 1

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are encouraged to submit their application. Applications must include a resume.

We thank all applicants but only those considered for an interview will be contacted.

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