Junior Associate

Job summary

The Junior Associate supports lead generation efforts by preparing and sending materials to prospective advisors. They are also responsible for maintaining accurate outreach records within the CRM system and providing general administrative support.

Job details

Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success. We are looking for a Junior Associate to join our Corporate Development team. This entry-level role is a great opportunity for someone looking to gain experience in the financial services industry while contributing directly to the firm’s growth. You will play an important role in supporting our lead generation efforts and helping to engage prospective advisors who may join our team. We are looking for someone who is detail-oriented, organized, and motivated. Your role would entail: Assisting with lead generation campaigns by preparing, assembling, and sending packages and materials to prospective advisors Maintaining accurate records of outreach activities in our CRM system Supporting the Corporate Development team with administrative tasks as needed Job Requirements Must-have: Excellent organizational skills and strong attention to detail Strong written and verbal communication skills Ability to manage repetitive tasks efficiently while maintaining accuracy What’s in it for you? A competitive entry-level salary Exposure to a dynamic, growing firm in the downtown financial district Use of Artificial Intelligence in Recruitment As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.

What you’ll do

The Junior Associate supports lead generation efforts by preparing and sending materials to prospective advisors. They are also responsible for maintaining accurate outreach records within the CRM system and providing general administrative support.

Requirements

Candidates must possess excellent organizational skills and a strong attention to detail. Proficiency in written and verbal communication and the ability to handle repetitive tasks accurately are required.

Listed skills

• written communication · Preferred
• Administrative Support · Preferred
• CRM Management · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Lead Generation
• CRM Management
• Organizational Skills
• Attention To Detail
• Written Communication
• Verbal Communication
• Administrative Support

Job areas

• Finance & Accounting
• Administrative
• Sales