Job Description

Wealth Sales Assistant – GP Financial Services

This position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities. This position provides administrative and office support services to the Senior Advisor.

Key Responsibilities

  • Provide proactive client service with a problem-resolution focus and attention to details
  • Liaise with various departments for execution, where necessary.
  • Respond to client account inquiries and remain accountable to follow-up, as required.
  • Help build and execute business plans, client segmentation, and client service plans.
  • Use in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Coordinate/Participate...

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