TO APPLY, PLEASE SUBMIT A ONE-PAGE RESUME AND A ONE-PAGE COVER LETTER ANSWERING THE FOLLOWING QUESTIONS VIA EMAIL TO ADMIN@AETHALON.CA

• 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

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

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