Brandon University
Operational & Insurance Associate
Job Description
Job Posting: Private Wealth Management Associate (Hybrid Role) We are seeking a highly organized and client-focused
Operational & Insurance Associate
to support our established Private Wealth Management team. This hybrid role combines administrative responsibilities with licensed insurance support with the opportunity to advance to a MFDA-licensed full-service Associate.
The ideal candidate brings strong attention to detail, a client-first mindset, and the ability to balance operational tasks with advisory duties.
Key Responsibilities Administrative Support
Provide daily administrative assistance to advisors and team members.
Manage client documentation, scheduling, and data entry.
Maintain accurate records in accordance with compliance and privacy requirements.
Prepare reports, correspondence, and presentation materials.
Support onboarding, file maintenance, and workflow coordination.
Insurance &...
Operational & Insurance Associate
to support our established Private Wealth Management team. This hybrid role combines administrative responsibilities with licensed insurance support with the opportunity to advance to a MFDA-licensed full-service Associate.
The ideal candidate brings strong attention to detail, a client-first mindset, and the ability to balance operational tasks with advisory duties.
Key Responsibilities Administrative Support
Provide daily administrative assistance to advisors and team members.
Manage client documentation, scheduling, and data entry.
Maintain accurate records in accordance with compliance and privacy requirements.
Prepare reports, correspondence, and presentation materials.
Support onboarding, file maintenance, and workflow coordination.
Insurance &...