Our client with a national footprint requires the duties of a Platform Specialist. Your:

Education:

• Relevant diploma or Bachelor’s degree, or ongoing studies in Business Administration, Financial Planning, Investment Management, or related fields.

Experience Required:

• 0 – 2 years’ experience in financial services, client services, administration, or a related environment.
• Experience in a LISP or investment administration environment is advantageous but not essential.

Duties:

The role will support the delivery of outstanding client service and support to our clients, build strong relationships, provide expert guidance, and drive customer satisfaction to contribute to the overall success of the company.

Responsibilities:

Execution of Activities:

• Prepopulate New Business or Transfer Packs for d...