Investment Assistant For Wealth Management Gatineau

Support financial advisors as an Investment Assistant in wealth management, handling operational tasks and client interactions. Develop your career with a focus on customer satisfaction and compliance. In this agile role, youll manage advisory calendars, prepare documentation for meetings, and facilitate securities transactions. Your proactive approach will be key in resolving client queries and ensuring high standards are met. Solid interpersonal skills will be essential in maintaining relationships with clients, employees, and partners alike. Key Responsibilities: • Prepare meeting documents for clients and members • Manage advisors’ calendars and correspondence • Complete account openings and securities transactions • Handle client inquiries and conduct necessary research • Assist in producing reports and preparing documents Requirements: • General college diploma in a related field • Minimum of two years of relevant experience • Other relevant qualifications may be considered • Proficiency in French is required Utilize your experience in client service, transaction management, and administrative support to excel as an Investment Assistant. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2plugs