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pathologists' assistant
Title posted on indeed.com - Licensed Assistant
Posted on November 28, 2024 by Employer details Cronk Wealth Management
Job details
*Description* Delivers a high level of client service by: · Supporting advisor with the review of client portfolios to ensure alignment with risk profile and applicable investment programs · Gathering research and product information from internal and external sources · Entering client trades as directed by client and/or advisor · Staying up-to-date with regulatory rules and trading activities regarding client accounts Ensures effective client administration by: · Following up with clients on missing documentation as per industry regulatory requirements · Maintaining client files and information · Ensuring daily trades and system account entries are timely and accurate · Responding to client inquiries in a professional and responsive manner · Resolving issues and implementing client transactions expeditiously and accurately · Issuing instructions for client withdrawals, deposits, swaps and transfers · Ensuring all client interactions are accurately documented · Understanding the required documentation for all client account types Provides marketing assistance to the advisor by: · Identifying opportunities to acquire additional assets and/or increase revenue with existing clients (e.g. referrals, consolidation of assets, insurance, etc.) · Developing, distributing and maintaining marketing materials · Organizing client events and sponsorship activities Supports the growth of the advisor business by: · Assisting in idea generation · Reviewing daily commission reports and following up on unpaid commissions · Preparing, analyzing and presenting reports, marketing concepts, insurance plans, annual trading summary, etc. · Recommending ways to provide additional value to clients and increase office efficiencies Contributes to the effective functioning of the team by: · Building effective working relationships across the team and with corporate head office · Maintaining a high level of client service standards · Facilitating a culture of open and honest communication · Actively participating and contributing to team meetings · Encouraging the generation of new ideas and process improvements · Actively sharing knowledge and experience to enhance the development of all team members · Committing to professional development *Educational requirements* · Canadian Securities Course (CSC) (Preferred) · Conduct and Practices Handbook course (CPH) (Preferred) · Investment Representative Training (IRT) (Preferred) · Post-secondary education *Working conditions* The role operates within a standard office environment. Seminars and client/prospect events are often held in the evening which may require a longer than usual working day. The office is a fast-paced, often high stress, environment with multiple demands. Job Types: Full-time, Permanent Pay: $30,600.00-$65,000.00 per year Additional pay: * Bonus pay Benefits: * Dental care * Extended health care * On-site parking * Paid time off Flexible language requirement: * French not required Schedule: * Monday to Friday Education: * Secondary School (preferred) Location: * Rothesay, NB E2E 2K8 (preferred) Work Location: In person- LocationRothesay, NB
- Workplace information On site
- Salary$30,600 to $65,000YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9544967324
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