Wealth Associate – Saint John
Owens MacFadyen Group (OMG) is boutique wealth management firm which specializes in the high-net-worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management that allows our clients to achieve significantly better outcomes.
OMG is committed to its clients and its people. We pride ourselves on delivering privacy, confidentiality, and integrity in all our interactions. Our clients require and value competent, independent professional advice delivered by specialists working within a team environment. We now have over 90 people in Toronto, Halifax, Saint John & Moncton. We are growing, and we are so proud of our firm. We hope you will be too!
We are currently seeking a Wealth Associate in our Saint John office to join our growing team. In this role, you will be responsible for overseeing the administrative and compliance functions of the Advisor’s practice. You will work closely with external and internal partners to ensure we are providing the best service to our clients.
Key Responsibilities:
- Direct administrative support to the Wealth Management Advisor (Advisor)
- Preparation of documents for client meetings
- The completion of post-meeting commitments, such as the execution of investment trades
- Ensuring the Advisor’s practice is compliant
- Executing transactions as requested by clients
- Responding to all client service enquiries, as well as those from client’s other professional partners
- Tracking information for Advisor’s business plan
- Working in a team environment to ensure best practices and balanced workflow
Desired Skills and Experience:
- Post-Secondary degree/diploma in Business, Finance or Administration or an acceptable combination of education and relevant work experience
- Investment or insurance industry experience is a strong asset
- Willing to pursue securities licenses and desire to grow and expand capabilities and responsibilities
- High performer with high attention to detail
- Ability to take initiative and a pro-active approach to work
- Strong proficiency in Excel and Word
- Takes ownership for outcomes and follows up until an issue is concluded
- Is professional when responding to client service enquiries and can confidently interact with other professional advisors such as accountants and lawyers
- Works well in a team environment and is committed to best practices
- Understands and recognizes priorities, deadlines, and has a sense of urgency
- Strong oral and written communication skills
- Exceptional planning, organizational and time management skills
- Previous experience in handling confidential or sensitive information with integrity
Benefits of working with Owens MacFadyen Group (OMG)
- Competitive compensation and comprehensive benefits program
- Positive culture where team members are valued and respected
- Innovative and collaborative work environment
- Investment in ongoing professional development
- Collaborative team environment
- Commitment to and supportive of community involvement
- Work life balance