Loading, please wait...

office coordinator

Posted on December 12, 2024 by Employer details The Q-META Group

Job details

Job Summary We are seeking a dynamic and organized individual to join our team as Para Planner/Client and Office Co-ordinator. In this in-office role, you will provide crucial support to our Wealth Advisors, enabling them to focus on client relationships and strategic financial planning. As an integral part of our team, you will assist in managing client accounts, conducting research, preparing reports, and ensuring a seamless client experience. Key Responsibilities Client Support: Act as the primary point of contact for clients, addressing inquiries, scheduling appointments, and providing exceptional customer service. Account Management: Assist in the opening, closing, and maintenance of client accounts, including processing paperwork and coordinating with custodians and financial institutions. Financial Analysis: Conduct research and analysis to support the wealth advisor in developing comprehensive financial plans and investment strategies tailored to each client's goals and risk tolerance. Documentation: Prepare and review documents such as financial statements, investment proposals, and performance reports for accuracy and compliance. Administrative Tasks: Manage administrative tasks including data entry, file maintenance, and calendar management to ensure efficient operations. Compliance: Ensure adherence to regulatory requirements and internal policies, maintaining accurate records and documentation. Communication: Communicate effectively with clients, colleagues, and external partners to facilitate smooth interactions and resolve issues promptly. Professional Development: Stay updated on industry trends, regulatory changes, and best practices through ongoing training and professional development opportunities, including obtaining licensing and designations. Job Type: Full-time Pay: From $3,000.00 per month Benefits: * Dental care * Extended health care * Paid time off Schedule: * Monday to Friday * Weekends as needed Education: * Secondary School (preferred) Language: * English (required) Work Location: In person