Wealth Management Administrator – Moncton
PeopleStrong Recruitment is currently recruiting for a Wealth Management Administrator on behalf of their client, Owens MacFadyen Group to be based in their Moncton location.
Owens MacFadyen Group (OMG) is a boutique Wealth Management and Benefits Consulting firm which specializes in the high net worth market. Since 1995 we have been providing a unique team-based approach to Comprehensive Wealth Management and Benefits Consulting that allows our clients to have significantly better outcomes.
Key responsibilities include:
- Direct administrative support to one or more Senior Advisors
- Client meeting preparation of documents
- The completion of post-meeting commitments, such as the execution of investment trades
- Ensuring the Advisors’ practices are compliant
- Executing transactions as requested by clients
- Responding to all client service inquiries, as well as those from other professional partners
- Tracking information for Advisors’ business plan
- Working in a team environment to ensure best practices and balanced workflow
Desired Skills and Experience:
- University degree or an acceptable combination of education and progressively responsible work experience
- Capable of completing professional training programs, such as securities and insurance licenses
- Ability to take initiative and a pro-active approach to work
- Strong proficiency in Excel and Word
- Strong oral and written communication skills
- Exceptional planning, organizational and time management skills
- Previous experience in handling confidential or sensitive information with integrity
- High attention to detail and accuracy
- Understands and recognizes priorities, deadlines and has a sense of urgency
- Desire to grow and to expand capabilities and responsibilities
Benefits of working with Owens MacFadyen Group
- Competitive compensation and comprehensive benefits program
- Leading edge technology with proprietary tools and technologies available
- Positive culture where team members are valued and respected
- Support of ongoing professional development throughout career
- Collaborative team environment
- Commitment to and supportive of community involvement
To apply for this opportunity, please contact Louysa Akerley at louysa@peoplestrong.ca