Job Description
Elevate your career as an Advisor Assistant with Alterna in Wealth Management Operations. This full-time position involves supporting Advisors through client onboarding, compliance management, and investment strategy assistance.
As an Advisor Assistant at Alterna, you will play a key role in ensuring Advisors can maximize their productivity and efficiency. Your responsibilities will include maintaining accurate client records, assisting in KYC data management, and providing valuable insights into investment strategies and market conditions.
Key Responsibilities:
• Onboard new clients and maintain client records
• Assist Advisors in compliance documentation
• Manage KYC data updates and documentation
• Support risk profiling and investment strategy discussions
• Provide timely market information for Advisor use
Requirements:
• 2-3 years of client service experience in wealth management
• Completion of Canadian Securities Course and CPH Course
• Proficien...
As an Advisor Assistant at Alterna, you will play a key role in ensuring Advisors can maximize their productivity and efficiency. Your responsibilities will include maintaining accurate client records, assisting in KYC data management, and providing valuable insights into investment strategies and market conditions.
Key Responsibilities:
• Onboard new clients and maintain client records
• Assist Advisors in compliance documentation
• Manage KYC data updates and documentation
• Support risk profiling and investment strategy discussions
• Provide timely market information for Advisor use
Requirements:
• 2-3 years of client service experience in wealth management
• Completion of Canadian Securities Course and CPH Course
• Proficien...
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