Closed listing
Investment Advisor Assistant
- Toronto, ON, Canada
- Etobicoke, ON, Canada
$60,000 to $70,000 CAD / year · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- $60,000 to $70,000 CAD / year
- Job type
- Full-time
- Closing date
- Experience
- Experience: 3+ years of administrative support experience within a wealth management/financial services environment
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Join a Premier HNW Wealth Practice as a Dedicated Client Operations Associate | Hybrid | Etobicoke
The Opportunity
Are you an administrative professional who thrives on operational perfection, seamless client service, and being the operational backbone of a high-performing team? We are seeking a dedicated Client Operations Associate who truly enjoys the craft of administrative excellence and wants to build a rewarding, long-term career in a high-touch support role.
Please note: This is a long-term, specialized administrative position designed specifically for someone who loves client service, operations, and practice management. It is not an entry-level stepping stone toward becoming an Investment Advisor or Financial Planner.
Why You’ll Love It Here:
- Autonomy & Mastery: Take full ownership of the operational engine of a mature, long-established High-Net-Worth practice.
- Stability & Culture: Work in a collaborative, supportive environment where your administrative expertise is recognized, respected, and directly vital to our success.
- Sophistication: Partner with senior advisors using top-tier industry tools and systems.
- Work-Life Balance: A structured hybrid work model designed for consistency and focus.
What You’ll Own:
- Practice Coordination: Managing the Senior Advisor’s calendar and workflow, preparing meeting materials, and maintaining flawless records within Maximizer CRM.
- Client Experience & Concierge: Act as the primary administrative point of contact for HNW families, handling day-to-day requests, account onboarding, and relationship management with polish and care.
- Operational & Regulatory Integrity: Executing account setup, trade processing, KYC/AML updates, and maintaining full CIRO compliance accuracy.
Qualifications:
- Experience: 3+ years of administrative support experience within a wealth management/financial services environment
- Mindset: A strong commitment to a career in administrative operations, with exceptional attention to detail, strong interpersonal finesse, and pride in deliverable accuracy.
- Tech Proficiency: Hands-on experience with MS Office (strong Excel),wealth management platforms and CRM.
Ready to anchor our operations and deliver exceptional client support? Let’s have a confidential conversation.
📩 Contact: David J. Corsini, Principal | Hunter Mercantile Search Consultants
More about this job
Responsibilities
Coordinate the senior advisor’s calendar and workflow, prepare meeting materials, and maintain accurate records in Maximizer CRM. Serve as the primary administrative contact for high-net-worth clients, handling requests, onboarding, account setup, trade processing, KYC/AML updates, and CIRO compliance.
Requirements
Requires at least three years of administrative support experience in wealth management or financial services. Candidates should be committed to administrative operations and demonstrate strong attention to detail, interpersonal skills, accuracy, and proficiency with Microsoft Office, especially Excel, wealth management platforms, and CRM systems.
Skills
- Administrative Support
- Client Service
- Practice Coordination
- Calendar Management
- Workflow Management
- Meeting Preparation
- Recordkeeping
- Account Onboarding
- Account Setup
- Trade Processing
- KYC/AML Updates
- CIRO Compliance
- Microsoft Office
- Excel
- Wealth Management Platforms
Benefits
- Autonomy
- Stable And Supportive Work Environment
- Hybrid Work Model
- Work-Life Balance
Visa sponsorship
Not detected in the job text
Hiring contact
David J. Corsini
Categories
- Administrative
- Customer Service & Support
- Finance & Accounting
Keywords
- High-Net-Worth Wealth Management
- Administrative Operations
- Client Service
- Practice Management
- Practice Coordination
- Calendar Management
- Workflow Management
- Meeting Materials
- Maximizer CRM
- Account Onboarding
- Account Setup
- Trade Processing
- KYC
- AML
- CIRO Compliance
- Microsoft Office
- Excel
- Wealth Management Platforms
- Financial Services
- Investment Management
- Investment Advice
- Regulatory Compliance
- Hybrid Work