Licensed Assistant
Core
Support Corporate Advisors by handling administrative tasks, client service, account management, and financial planning assistance in a fast-paced financial services environment.
Role type
Licensed Assistant (Financial Services)
Builds
Client accounts, financial plans, and investment proposals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing (CSC, CPH, WME), CRM management, financial data organization, regulatory compliance documentation, calendar management, trade order processing
Preferred skills
PowerBI, Power Query, financial terminology knowledge
Technologies
Salesforce, PowerBI, Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint)
Responsibilities
Act as first point of contact for clients, maintain accurate client records in CRM, process account openings and transfers, assist in developing financial plans and portfolio reviews, ensure compliance with regulatory standards, coordinate client meetings and prepare reports
Seniority
Individual Contributor, entry to mid-level