Financial Sercives Assistant
Core
Serve, prospect for, and develop business relationships with members and clients to sell securities products and services including discretionary management, mutual funds, ETFs, and structured products.
Role type
Wealth Management Assistant (Sales & Service)
Builds
Integrated service offers and specialized financial products for members and clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client relationship management, Securities sales, Compliance adherence, Administrative supervision, Operational coordination, Staff recruitment support, Financial product knowledge, Client needs analysis, Agreement negotiation, Interpersonal communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Provide administrative assistance in compliance, budget monitoring, and staff management; Resolve everyday operational issues in the branch; Supervise deposit of client cheques and coordinate interest management; Recruit and hire administrative staff; Handle employee logistics; Analyze client needs and propose integrated service offers.
Seniority
Mid-level, hands-on IC