Description
As the Portfolio Management Assistant, you will primarily assist the Investment Counsellor/Portfolio Manager with client wealth planning meetings, Investment Policy Statements, and general client enquiries.
Responsibilities:
- Respond to client inquiries and update systems with information or team tasks
- Prepare client meeting materials and attend some client meetings
- Track anniversary dates and draft new/updated Investment Policy Statements
- Arrange and prepare for client wealth planning meetings
- Provide support for business development activities and identify/utilize existing marketing material
- Assist with additional ad hoc administrative duties as needed
Requirements:
- University degree
- Successful completion of CFA level 1 and/or 2
- Minimum 2 years' experience in a support role in the financial services industry
- Financial planning experience
- Advanced MS Office skills (Word, Excel, PowerPoint)
- Exceptional business writing and communication skills
Nice-to-haves:
- CIM designation or equivalent
- CFP or PFP designation
Benefits:
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Commissions and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team