Overview
Licensed Assistant Jobs in Toronto, Ontario, Canada at TDS Personnel
Our client, an wealth management advisory located in North York is seeking a detail-oriented and proactive a Licenced Sales Assistant to join their team. This role provides comprehensive administrative and operational support to their Senior Wealth Advisor playing a key part in ensuring a smooth and efficient administrative assistance and client experience. The successful candidate will support day-to-day activities, client
communication
, transaction processing, and general administration.
Key Responsibilities:
Client
Communication
Respond to client inquiries by phone and email
Handle client correspondence and maintain professional client relations
Transaction Processing Assist with processing and confirming client transactions
Execute trade orders under direction and follow up on account transfers and documentation
Administrative Support Maintain account lists and client files
Compile reports and statistical data as required
Prepare documentation for client meetings and reviews
Client Service Provide ongoing support to clients, ensuring accurate and
up-to-date
information
Troubleshoot and resolve client issues efficiently
Marketing & Business Development Support marketing initiatives, client events, and presentations
Help identify potential revenue opportunities within the existing client base General Office Administration Schedule appointments and manage calendars
Prepare correspondence and maintain office supplies
Required Skills and Qualifications:
Education:
High school diploma or equivalent required; post-secondary
education
in finance, business, or a related field is an asset
Experience:
Prior experience in a financial services or investment advisory environment preferred
Certifications:
Completion of the Canadian Securities Course (CSC) is required
Skills:
Excellent
communication
and interpersonal skills
Strong organizational skills with exceptional
attention to detail
Ability to manage multiple tasks and deadlines effectively
Proficiency with MS Office and industry-related platforms
TDS Personnel is an
equal opportunity employer
and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process
Title: Licensed Assistant
Company: TDS Personnel
Location: Toronto, Ontario, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
