Financial Services Associate
Current• Provide continuous assistance and support to the Senior Financial Advisor and his clients. • Call clients to schedule appointments. • Manage the advisor’s schedule. • Update our client contact system. • Manage client accounts, ensuring accuracy and timely updates on financial information.• Prepare investment files. • Complete investment and mutual fund paperwork.• Data entry, posting data, delivering cheques to the bank. • Verify investment trades. • Provide comprehensive executive assistance.