Advisor Support Specialist – National Partnership Office

A prominent wealth management firm in Vancouver seeks an Assistant to support Investment Advisors and manage client relationships. Responsibilities include servicing client communications, preparing account documentation, and performing administrative tasks. The ideal candidate has strong client management skills, is proficient in Microsoft Office and CRM systems, and has relevant financial sector experience. The firm offers a competitive salary and benefits package, including performance-based incentives and health benefits, underscoring its commitment to employee welfare and inclusive practices.
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