A Wealth of Opportunity awaits you at DundeeWealth

As a successful candidate, you will have the opportunity to…

·          Be part of an industry recognized leader in the wealth management business;

·          Work alongside a successful Investment Advisor, in the exciting and changing world of financial planning;

·          Provide a high level of administrative support ensuring quality service and professionalism at every interaction;

·          Prioritize and manage own workflow to ensure quality and efficiency (i.e. meet deadlines; be flexible in adjusting to changing work priorities);

·          Provide accurate, organized and efficient administrative support.

Key Responsibilities:

·          Process mutual fund trades, and follow-up on transactions and changes;

·          Ensure the accurate and timely completion of all necessary documentation;

·          Schedule and organize client meetings;

·          Prepare appropriate investment and financial planning review material;

·          Maintain client files and contact management system;

·          Perform other administrative assignments as required.

Skills and Experience:

·          Knowledge of administrative functions and procedures;

·          Enjoy working within a team environment;

·          Excellent computer skills with proficiency in Word Perfect, Excel and Outlook;

·          Experience with Dataphile or a similar securities processing application;

·          Strong organizational skills and problem solving skills;

·          Well-developed interpersonal and communication skills;

·          Autonomy, initiative and attention to detail;

·          Ability to prioritize daily tasks and create an efficient workflow;

·          Minimum 2 years’ experience in a professional financial services or mutual funds environment as an administrative assistant.

To apply, please submit your resume to Nicky Trasias, ntrasias@dundeewealth.com