About the Role
Advisor Associate - Calgary
Requisition ID: 250963
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.
**Is this role right for you? In this role, you will:**
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers
Work with Advisors, as well as a larger regional team of Administrators
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings, responding to time-sensiti...
Requisition ID: 250963
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients.
**Is this role right for you? In this role, you will:**
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers
Work with Advisors, as well as a larger regional team of Administrators
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings, responding to time-sensiti...
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