Licensed Assistant

Job description

The Opportunity: The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME…) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment. Client Support: Act as the first point of contact for clients, answering questions and addressing service needs. Assist with account maintenance, such as updating client information, processing requests, and executing transactions. Schedule and coordinate client meetings, preparing necessary documentation and reports. Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service. Administrative Tasks: Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls. Handle incoming correspondence, prioritize, and distribute to the appropriate team members. Maintain accurate client records in CRM systems, ensuring compliance w...