Operational Associates

apartmentIG Wealth Management placeToronto calendar_month2/21/25

Shoemaker Plaxton Group Private Wealth Management is a leading Toronto based team that provides a full range of financial products and services to families, lawyers, entrepreneurs, and executives in Toronto & surrounding areas. Drawing on previous experience in the industry, you will be responsible providing administrative support, with a lens of continuous improvement to support and improve systems for servicing the growing client base.

You must be a self-motivated and disciplined individual with an entrepreneurial spirit.

YOU WILL:

Accurately entering and processing Client Trades (including deposits, withdrawals, transfers, systematic plans) as directed by the Advisor in a timely manner
Input client information into financial planning software and update annually or as needed
Illustration of insurance quotes and processing insurance policy placing paperwork
Prepare annual tax packages to be shared with external accountants
Support the Advisor with the ongoing Client Servicing, engaging the Advisor when Client Portfolios require suitability reviews, KYC updates or investment recommendations
Maintain complete and accurate Client Files and ensuring all Client interactions are fully documented
Maintain account lists, track client documentation and provide suggestions for ongoing process improvement
Ad hoc support to Advisors and Associate as needed

EDUCATION, SKILLS & REQUIREMENTS:

Experience in a financial service advisory firm (required)
Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain - Preference will be given to those with an LLQP
Post-Secondary Education
Strong organizational and project management skills, ability to multi-task
Superior problem solving, ability to consider the impact of various decisions and communicate them accordingly
Proactive leadership, willingness to communicate items that need attention to the greater team for prioritization
Excellent, effective communications skills – verbal and written
Ability to work collaboratively with all members of the practice
Advanced knowledge of technology, tools and software, specifically proficient in CRM Tools (Salesforce) and Microsoft Office Suite of Tools

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