Client Support: Act as the primary point of contact for clients, addressing inquiries, scheduling appointments, and providing exceptional customer service. Ongoing relationship management with clients, including servicing of daily ad-hoc client and Portfolio Administrator requests

Client Events: Coordinate and support client event initiatives, as well as act as a key contact representative for promotional and charitable events and other initiatives.

Account Management: Assist in the opening, closing, and maintenance of client accounts, including processing paperwork and coordinating with custodians and financial institutions.

Financial Analysis: Conduct research and analysis to support the Family Wealth Advisors in developing comprehensive financial plans and investment strategies tailored to each client's goals and risk tolerance.

Documentation: Prepare and review documents such as financial statements, investment proposals, and performance reports for accuracy and compliance.

Administrative Tasks: Manage administrative tasks, including data entry, file maintenance, and calendar management to ensure efficient operations. Ensure new client paperwork is complete and filed accordingly. Follow up on deficient paperwork. Set up and monitor account transfers through to completion

Compliance: Ensure adherence to regulatory requirements and internal policies, maintaining accurate records and documentation.

Communication: Communicate effectively with clients, colleagues, and external partners to facilitate smooth interactions and resolve issues promptly.

Professional Development: Stay updated on industry trends, regulatory changes, and best practices through ongoing training and professional development opportunities, including obtaining licensing and designations

Premises Management: Act as a primary liaison with premises-related service providers, including the timely payment of all invoices.

Relationship Manager: Liaise with and respond to requests from clients, Portfolio Administrators, and Family Wealth Advisors

Qualifications

• Strong computer skills, including Microsoft Office suite, CRM software, portfolio management, and accounting software
• Knowledge and application of AML procedures. Past training an asset
• Canadian Securities Course or other industry or college courses in the area of financial services or investment management would be an asset
• Collaborative spirit and comfortable working both in a team environment & on individually assigned tasks
• Post-secondary education in business is an asset but not a requirement.
• Prior experience working with and for High-Net-Worth Private Clients is an asset.
• Previous experience in a similar role within the financial services industry is preferred.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Compensation & Working Conditions

• Salary Range: $60,000 - $70,000 annually, with bonus potential. Compensation is determined based on experience, qualifications, and internal equity.
• This role can be primarily remote, but must be able to report to our Peterborough Family Wealth office, as needed
• Some travel may be required in this role

AI Statement

Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.

Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.