Manulife Wealth Inc. in Alexandria is hiring for an Investment Advisor Assistant

We are looking for a highly motivated individual interested in developing their career in financial services. If you are an ambitious self-starter, who enjoys working with people and are interested in helping to build a growing practice – let’s talk.

The Investment Advisor Assistant is responsible for day-to-day communications and client service, business administration, gathering client information and preparing reports.

Responsibilities:

General responsibilities

§ Assist with client communications, including answering inquiries and scheduling appointments

§ Maintain a good rapport with clients and reinforce the company image in all communications

§ Assist in financial planning data entry for clients

§ Research and analyze investment options

§ Prepare reports and presentations on investment performance and market trends

§ General support to the Portfolio Manager as required

Provide exceptional client service

§ Resolve and respond to client concerns and inquiries in a professional and timely manner

§ Ensure all requests are processed correctly and quickly

§ Gather and organize client information, ensuring accuracy and confidentiality

Ensure accurate and timely processing of business

§ Includes but is not limited to the following:

– Prepare account paperwork and review for accuracy and completeness; follow up on outstanding information

– Investment account set up, deposit and trade processing

– Ensure compliant documentation of all transactions

Manage compliance and efficient office administration

§ Maintain client records and databases

§ Process financial transactions

§ Assist with compliance and regulatory requirements

Business development and marketing

§ Prepare timely client reviews, reports and presentations

§ Assist in the design and implementation of business development strategies, communications, marketing campaigns and events

Continued development and training

§ Participate in ongoing training related to job duties; develop knowledge and skills through sponsored education

§ Obtain relevant certifications to advance career development

Executive assistant support

§ General administrative support to the advisor as required

Skills and requirements:

§ Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests

§ Strong ability to multitask as priorities may shift day-to-day

§ Attention-to-detail, ability to take initiative, strong organization skills

§ Excellent communication skills, both oral and written

§ Ability to work independently and as part of a team

§ Excellent PC skills in a Windows environment (Office 365, Word, Excel, Outlook, Internet)

§ Adaptable to an evolving practice

§ Highly motivated

§ Education in finance, business, economics, or a related field is preferred

§ Experience in financial services or customer service is preferred

§ Strong understanding of financial concepts, investment products, and financial planning principles

§ Relevant certifications, or willingness to quickly obtain them (ie CSC, CFP)

Additional Details:

§ Full-time, Permanent position

§ Salary range: $35,000 – $65,000 based on experience

§ Please e-mail resumes to [email protected]