Operational Associates

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 accoun...