Job Summary: 

• Provide comprehensive financial and investment advice to clients to help them make informed decisions.
• Identify and recommend profitable market segments with high growth potential.
• Continuously monitor and evaluate clients’ investment portfolios to ensure optimal performance.
• Deliver tailored investment strategies that align with each client’s financial objectives.
• Maintain strong and professional relationships with all existing clients to ensure satisfaction and trust.
• Develop and sustain long-term partnerships with high-net-worth individuals.
• Offer expert guidance on investment opportunities across funds, real estate, and asset management sectors.
• Provide personalized financial planning and strategies to support clients in reaching their goals.
• Ensure compliance with all financial regulations and uphold ethical advisory practices.
• Collaborate with internal teams to enhance service quality and client engagement.

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Market Research (Hard Skills)
• Portfolio Management (Hard Skills)
• Investment Strategy (Hard Skills)
• Client Relationship (Soft Skills)
• Business Development (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Assist with the collation of information from a client.
• Construct a partially or fully completed (depending on experience and the case complexity) and compliant Suitability Letters to be checked and signed.
• Work with teams, the Quality Assurance Team, and Senior Management to seek and promote good practice and assist colleagues with coaching and feedback.
• Produce investment proposals/schemes for new and existing clients.
• Support the team in the development and management of client relationships, working as an integral member of the team.
• Be known to clients and be familiar with their particular needs, and deal with their day-to-day requirements and queries, to ensure that all required tasks are completed.
• Monitor individual stocks for clients, telephoning clients with news, price variations, announcements, etc.
• Identify areas to improve efficiencies with the team’s working practices.

Skills on Resume: 

• Data Collection (Hard Skills)
• Report Writing (Hard Skills)
• Quality Support (Hard Skills)
• Proposal Development (Hard Skills)
• Client Management (Soft Skills)
• Client Interaction (Soft Skills)
• Market Monitoring (Hard Skills)
• Workflow Optimization (Soft Skills)

Job Summary: 

• Perform administrative duties for the Investment team, including filing, scanning, printing, maintaining materials, data collection, etc.
• Assist the Project Management team on investment closings.
• Maintain an extensive filing system for correspondence, business matters, and other related data.
• Maintain contact lists utilizing Microsoft Dynamics CRM.
• Manage all company conferences, including registration, sponsorships, giveaways, and shipments, and order swag for conference events.
• Be responsible for sending the company press releases.
• Liaise with outside consultants to post news stories and update information on the website.
• Maintain content in the Microsoft Teams marketing channel.
• Update the portfolio map on the company website.
• Handle special projects.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Project Assistance (Hard Skills)
• File Management (Hard Skills)
• CRM Maintenance (Hard Skills)
• Event Coordination (Soft Skills)
• Press Communication (Soft Skills)
• Website Management (Hard Skills)
• Project Execution (Soft Skills)

Job Summary: 

• Respond to client queries, both written and verbal, promptly and with professionalism to maintain service excellence.
• Accurately input client information into internal systems while adhering to data integrity standards.
• Generate data feeds and progress summaries for inclusion in client reports.
• Liaise with third-party product providers to obtain updates and track responses efficiently.
• Ensure all tasks are completed within agreed service level timelines through effective time management.
• Maintain and regularly update Excel worksheets to keep client data current and accurate.
• Process investment applications, transactions, and policies correctly in the WealthServ system.
• Monitor system entries to ensure consistency with internal service standards.
• Track and verify incoming transfers, updating records.
• Oversee the management of the general investments email inbox to ensure timely responses.
• Escalate complex issues to the appropriate team members.
• Support overall operational efficiency through accurate documentation and proactive communication.

Skills on Resume: 

• Client Support (Soft Skills)
• Data Entry (Hard Skills)
• Report Generation (Hard Skills)
• Third-Party Liaison (Soft Skills)
• Time Management (Soft Skills)
• Excel Maintenance (Hard Skills)
• Application Processing (Hard Skills)
• Operational Efficiency (Soft Skills)

Job Summary: 

• Support multi-asset portfolio managers in all aspects of portfolio management, including market surveillance, construction, and active monitoring.
• Conduct detailed investment analysis of portfolio holdings to identify risks and opportunities.
• Prepare comprehensive investment reports and market commentaries for internal and external use.
• Compile documentation to support the decision-making process of the Investment Committee.
• Ensure all materials align with established investment frameworks and strategic objectives.
• Track and analyze market-moving news within assigned sectors to provide timely updates.
• Present findings that may influence investment decisions or portfolio adjustments.
• Assist in maintaining accurate records of investment activities and performance outcomes.
• Collaborate closely with portfolio managers to enhance operational efficiency.
• Perform additional tasks and projects to support investment operations.

Skills on Resume: 

• Portfolio Support (Hard Skills)
• Investment Analysis (Hard Skills)
• Report Preparation (Hard Skills)
• Decision Support (Hard Skills)
• Market Research (Hard Skills)
• Data Presentation (Soft Skills)
• Record Maintenance (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Assist investment teams in activities such as negotiation, due diligence, and risk assessment for proposed cooperation strategies.
• Prepare pre-investment documents that provide analysis and recommendations for company decision-making.
• Draft and manage business contracts while ensuring timely follow-up and implementation.
• Oversee the signing process and post-signing preparations for investment agreements.
• Maintain accurate organization and storage of all relevant investment documents and files.
• Support post-investment management by coordinating communications and negotiations with partner teams.
• Compile, analyze, and process operational data and reports related to ongoing investment projects.
• Ensure accuracy in document preparation, financial calculations, and project reporting.
• Facilitate communication with partners to enhance collaboration and investment outcomes.
• Contribute to strengthening relationships that promote economic benefits and strategic alignment.
• Coordinate effectively with internal departments to ensure smooth project execution.
• Provide administrative and analytical support to improve efficiency across all stages of investment management.

Skills on Resume: 

• Investment Support (Hard Skills)
• Due Diligence (Hard Skills)
• Contract Management (Hard Skills)
• Agreement Coordination (Hard Skills)
• Document Organization (Hard Skills)
• Post-Investment Management (Hard Skills)
• Partner Communication (Soft Skills)
• Project Coordination (Soft Skills)

Job Summary: 

• Collaborate closely with assigned financial consultants to enhance revenue generation and operational efficiency.
• Act as the main liaison between Operations and the phonebank to ensure smooth communication and service delivery.
• Respond promptly to client service requests and inquiries to maintain client satisfaction.
• Schedule and manage appointments while ensuring compliance with all regulatory and state securities requirements.
• Prepare audit materials accurately and in a timely manner to support compliance processes.
• Manage selected marketing initiatives aimed at strengthening client relationships.
• Contact clients within assigned consultants’ portfolios to reinforce engagement and retention.
• Coordinate prospecting and follow-up activities to drive new business opportunities.
• Serve as the key contact for consultant client companies and ensure consistent communication.
• Assist in organizing and executing client seminars and follow-up activities.
• Compile and deliver detailed sales activity reports to support performance tracking and business development.

Skills on Resume: 

• Revenue Support (Soft Skills)
• Operations Liaison (Soft Skills)
• Client Service (Soft Skills)
• Schedule Management (Hard Skills)
• Compliance Preparation (Hard Skills)
• Marketing Coordination (Soft Skills)
• Client Retention (Soft Skills)
• Sales Reporting (Hard Skills)

Job Summary: 

• Maintain organized and up-to-date client files to ensure accurate record-keeping.
• Verify that daily trades and system account entries are processed correctly and on schedule.
• Handle client withdrawal, deposit, and transfer instructions efficiently and in compliance with procedures.
• Document all client interactions to meet internal reporting and audit requirements.
• Respond to client inquiries promptly and professionally to maintain service quality.
• Monitor data accuracy across all client account types.
• Ensure timely updates to client records following any account changes.
• Coordinate with relevant departments to resolve processing or data discrepancies.
• Adhere to established operational standards and compliance policies in all account activities.
• Support overall client servicing by maintaining detailed and accurate documentation.

Skills on Resume: 

• Record Management (Hard Skills)
• Trade Processing (Hard Skills)
• Transaction Handling (Hard Skills)
• Client Documentation (Hard Skills)
• Client Communication (Soft Skills)
• Data Verification (Hard Skills)
• Account Maintenance (Hard Skills)
• Compliance Support (Hard Skills)

Job Summary: 

• Prepare and maintain client files, statements, and follow-up documentation with accuracy and timeliness.
• Set up necessary records and materials for client meetings in coordination with advisory teams.
• Process client trades in accordance with established procedures and compliance requirements.
• Respond to phone and email inquiries using professional correspondence standards.
• Schedule and confirm appointments to support efficient client service operations.
• Collaborate with advisors to assist in organizing and managing client records.
• Coordinate administrative tasks to ensure seamless client servicing and data accuracy.
• Maintain an organized filing system for quick access to client information.
• Support team workflow through proactive communication and task coordination.

Skills on Resume: 

• Client File Management (Hard Skills)
• Meeting Preparation (Hard Skills)
• Trade Processing (Hard Skills)
• Professional Communication (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Advisor Support (Soft Skills)
• Administrative Coordination (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Assist media buyers and supervisors with daily operational and administrative tasks.
• Build and maintain strong professional relationships with media partners to support campaign success.
• Act as the primary contact for all network-related updates and changes.
• Generate, manage, and analyze reports from media buying platforms to support performance evaluation.
• Compile post-analysis reports, ratings data, and invoice reconciliations using Excel.
• Collaborate with the media buying and investment teams to support strategic initiatives.
• Ensure that media plans and schedules are executed accurately and on time.
• Monitor campaign delivery and report any discrepancies promptly.
• Utilize industry-standard research tools to enhance data accuracy and media insights.
• Participate in team discussions to promote knowledge sharing and skill development.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Partner Relations (Soft Skills)
• Network Coordination (Soft Skills)
• Data Reporting (Hard Skills)
• Report Analysis (Hard Skills)
• Strategic Support (Soft Skills)
• Campaign Management (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Support the Local Head of Office in managing daily business operations and administrative activities.
• Respond to inquiries from regional and local companies in a timely and professional manner.
• Assist in organizing and coordinating individual prospecting trips and special business projects.
• Conduct comprehensive desktop research to gather relevant market and industry information.
• Prepare detailed market studies and reports to support business development efforts.
• Identify potential companies interested in establishing operations within the region.
• Assist in outreach efforts to attract and engage target organizations.
• Manage marketing initiatives, including digital communication and promotional activities.
• Oversee social media accounts to enhance the organization’s visibility and engagement.

Skills on Resume: 

• Operational Support (Hard Skills)
• Client Communication (Soft Skills)
• Project Coordination (Hard Skills)
• Market Research (Hard Skills)
• Report Preparation (Hard Skills)
• Business Development (Soft Skills)
• Outreach Support (Soft Skills)
• Marketing Management (Hard Skills)

Job Summary: 

• Create and maintain spreadsheets/databases related to client information or conferences.
• Proactively manage compliance information and keep the group updated on the status.
• Handle all expense reports via an electronic expense system in accordance with policy.
• Maintain paper and electronic organized filing systems for expenses and other correspondence in a logical and easily retrievable manner.
• Enter transaction information into the internal database and manage updates.
• Organize meetings, including conference functions, including catering, materials, room reservations, and scheduling.
• Assist in maintaining an adequate level of office supplies, working in conjunction with other staff.
• Respond to inquiries, including researching questions and resolving problems.
• Treat highly confidential information involving clients and deals with the utmost discretion.
• Assist in maintaining office equipment and troubleshooting issues.

Skills on Resume: 

• Data Management (Hard Skills)
• Compliance Tracking (Hard Skills)
• Expense Reporting (Hard Skills)
• File Organization (Hard Skills)
• Database Entry (Hard Skills)
• Meeting Coordination (Soft Skills)
• Office Maintenance (Hard Skills)
• Problem Solving (Soft Skills)

Job Summary: 

• Provide administrative, customer service, and business development support to investment advisors and the team.
• Respond to information requests from clients regarding their accounts and the firm’s products and services.
• Conduct research and follow up to deliver quality service.
• Complete, check, and forward various forms related to account openings.
• Monitor daily activity in client accounts and handle various administrative details in order to free up the advisors.
• Check data from various information sources to ensure their compliance, in accordance with established policies and standards (e.g., transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps, and RRSP contributions).
• Carry out buy and sell transactions for clients in accordance with instructions from the advisors.
• Carry out data entry, including producing various documents for clients, while ensuring the quality of the writing and the presentation of documents.
• Help identify operational risks and seek improvement opportunities in line with the team’s activities.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Client Service (Soft Skills)
• Research Assistance (Hard Skills)
• Account Processing (Hard Skills)
• Data Verification (Hard Skills)
• Transaction Execution (Hard Skills)
• Document Preparation (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Provide administrative support services, work with a team, and complete other work assignments.
• Provide administrative, organizational, and infrastructure support to wealth advisors by preparing reports, presentations, correspondence (including memos, e-mails, meeting notes, overnight courier packages, etc.), and other written material from oral instruction and written communication.
• Respond to calls, written requests, and direct inquiries for general information from clients, members, and associates, and monitor and follow up with individuals to ensure that all information requests and task assignments initiated are completed.
• Track and respond to referrals from all sources as directed by the associated wealth advisors and provide feedback and coaching to associates on the referrals they make.
• Help prepare information for client reviews and meetings.
• Utilize resources to prepare presentations demonstrating portfolio performance and asset allocation breakdowns, and comparisons.
• Work as a team with various personnel in the organization, specifically the branch personnel.
• Affect profitability and member satisfaction through efficient and accurate completion of duties, significantly impacting client satisfaction and the revenue-generating ability of the business unit.
• Maintain compliance with all organizational, regulatory, broker-dealer, and agency policies and regulations.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Report Preparation (Hard Skills)
• Client Communication (Soft Skills)
• Referral Management (Soft Skills)
• Meeting Preparation (Hard Skills)
• Presentation Development (Hard Skills)
• Team Collaboration (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Assist in developing, customizing, and streamlining potential Client Investment Proposals.
• Provide Financial Advisors with account opening paperwork such as account opening booklets, Investment Policy Statements, Fee Schedules, and other forms.
• Prepare and send out Investment Policy Statements.
• Design and update Morningstar reports and pie charts for complex accounts.
• Edit and assist in drafting client correspondence.
• Maintain the Investment Department’s supply inventory.
• Maintain appropriate Financial Advisor and Trust Officer supplies and ship.
• Maintain the Investment Department’s hard copy and electronic filing systems.
• Send out current prospectuses.
• Assist in various weekly committee meetings by adding items to the agenda, gathering paperwork, completing Trust and Investment Committee (TIC) stamping, and saving documents to appropriate locations.
• Assist in transitioning hard copy files to electronic files.
• Review TIC items, Initial Reviews, and other items needed for the Investment Department.
• Assist in drafting investment marketing materials such as Model Booklets, PowerPoint Presentations, and Newsletters.
• Act as a point of contact for Investment phone inquiries.
• Prepare materials for Investment Team client and prospect meetings.

Skills on Resume: 

• Proposal Development (Hard Skills)
• Account Documentation (Hard Skills)
• Report Design (Hard Skills)
• Client Correspondence (Soft Skills)
• Inventory Management (Hard Skills)
• File Maintenance (Hard Skills)
• Meeting Coordination (Soft Skills)
• Marketing Support (Soft Skills)