Client Service & Operations Assistant

Description

Client Service & Operations Assistant – Financial Planning Firm (Private Wealth Management)

Are you ready to join a fast-growing private financial planning firm where your skills make a real difference? We’re looking for a bilingual Service & Operations Assistant to be at the heart of our client-focused team. With a portfolio of over $100M in assets and a clientele that’s predominantly francophone, this is an amazing opportunity to work in a collaborative, high-growth environment.

About the Role:
You’ll be the go-to person for client support and operational excellence, ensuring smooth account management and seamless client experiences. Working closely with our planners, you’ll play a key role in creating a unique service experience, helping our clients achieve their life goals.

Responsibilities

• Serve as the first point of contact for client inquiries and service requests.
• Manage data gathering, account follow-ups, and servicing requests.
• Process forms, transactions, repositioning, and portfolio rebalancing efficiently.
• Follow up on pending business to ensure timely processing and completion.
• Support portfolio transitions and special projects beyond asset management.

Qualifications

• Licensed Mutual Fund Representative (minimum).
• 5+ years of experience in financial services, ideally assisting an advisor/financial planner or working directly as a mutual fund representative.
• Bilingual (French/English), strong written and verbal communication.
• Tech-savvy: proficient with DocuSign, Univeris (RPM), Google Docs/Sheets, Office365/Teams.
• Highly organized, client-focused, and able to thrive in a hybrid work environment.

Job Benefits

Why You’ll Love This Role:

• Be part of a dynamic firm with 10 employees and AI agents, ready for significant growth.
• Work with a portfolio of high-net-worth clients and make a real impact on their life progress.
• Hybrid flexibility: a balance of in-office collaboration and remote work.
• Opportunity to grow with the firm and take on leadership responsibilities in operations and client services.