financial assistance officer
Title posted on CareerBeacon -
Wealth Associate
Posted on
October 01, 2024
by
Employer details
Owens MacFadyen Group
Job details
Owens MacFadyen Group (OMG) is a 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 and growing. Our four offices include: Toronto, Halifax, Saint John & Moncton.We are currently seeking a Wealth Associate in our Halifax office.Key Responsibilities: Administrative tasksClient communicationAdvisor practice management including workflow, scheduling, and prioritizationManage & process all areas of client service: Annual Review preparation, Deposits and withdrawals, buying/selling etc...Manage & process all areas of wealth account opening cycle, client updates and life insurance application cycleReception back up100% in officeDesired Skills and Experience:5+ years of progressive work experience in a similar role within the financial services industry, wealth, banking, and/or administrationMust hold: Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (Licensed IR or RR)Dynamics 365WME considered a strong assetLife Insurance experience considered a strong assetDesire to grow and expand capabilities & responsibilitiesWilling to pursue ongoing educationStrong administrative backgroundStrong proficiency in Microsoft Applications (Excel - advanced)High performer with high attention to detailIs professional when responding to client service inquiries and can confidently interact with other professionals such as accountants and lawyersSelf-Management with little supervisionBenefits of working with Owens MacFadyen Group (OMG) Competitive compensation and comprehensive benefits programPositive culture where team members are valued and respectedInnovative and collaborative work environmentInvestment in ongoing professional developmentCommitment to and supportive of community involvementWork-life balance
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LocationHalifax, NS
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Workplace information
On site
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SalaryNot available
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Terms of employment
Permanent employmentFull time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#MB2409203301
Advertised until
2024-10-31
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