Job Overview
JOB DETAILS
REQUIREMENTS
- Experience in financial services industry preferred
- High comfort level with client interaction
RESPONSIBILITIES
- Oversee opening client accounts, from completion of initial forms to transfer of assets
- Address inbound client calls and needs appropriately
- Prepare reports and paperwork before meetings; complete follow-up tasks after meetings
- Calculate, track and execute trades and required minimum distributions
- Manage and track client requests, including delegating up to advisor when needed
- Provide excellent service and support to advisors
- Maintain records and reports for compliance
- Support the growth and development of the business and brand
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Employer : PHILPOTT & BAKER SERVICES LTD
