ABOUT THE ROLE

We are seeking a highly organized and detail-oriented professional to join our team in a full-time, in-office position. As the first point of contact for clients, you will play a key role in delivering a superior client experience while supporting the daily operations of our practice.

To excel in this role, you must demonstrate:

• Impeccable attention to detail and accuracy
• Initiative and the ability to work independently
• Strong verbal and written communication skills
• A proactive and positive client-service mindset
• Excellent time management and organizational skills
• A commitment to maintaining confidentiality and professionalism at all times

KEY RESPONSIBILITIES

This is a representative list and is not exhaustive:

• Prepare client meeting packages, process documentation post-meeting, and manage follow-up actions to ensure completion.
• Accurately place and follow up on investment trades (purchases, switches, withdrawals) in client accounts.
• Keep client records current and organized, both electronically (via Equisoft CRM) and physically (paper filing).
• Act as the primary point of contact for clients and suppliers, delivering a professional and courteous experience.
• Take ownership of client requests and administrative tasks, ensuring deadlines are met and files are audit-ready.
• Maintain a thorough understanding of compliance requirements and industry regulations relevant to the role.