Account Assistant

We are seeking a motivated, inquisitive, analytical, and personable individual with a passion for client service to join our team as an Associate.

The focus of the role is to support our clients and our business.

Initial responsibilities include:

Reviewing and updating client Investment Plans

Processing transactions (cash flows, purchases and sales, asset transfers)

Preparing for client meetings and responding to client requests

Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc

Preparing and/or reviewing documentation to open or update accounts and private investments

Supporting the team with all aspects of providing comprehensive financial advice and servicing clients

The ideal candidate would have the following skills/qualifications:

Bachelor’s degree Accounting/Finance or related

The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations

Comfortable working in a team environment

Strong Excel skill-set

Attention to detail

Related internship/job experience

Thrives in a fast-paced work environment

Ability to handle many tasks at once