We are seeking a proactive Financial Advisor Assistant to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions.

Key Responsibilities

• Process new business and financial transactions
• Ensure FICA & FAIS compliance
• Prepare documentation and coordinate client meetings
• Manage client queries and provide regular updates
• Support client reviews and follow up on action items
• Maintain accurate client records and CRM updates

What We’re Looking For

• Strong attention to detail
• Highly organized and able to multitask
• Proactive and able to work under pressure
• Good MS Office and system skills