About the Role:

You will be working with several Portfolio Management team members to provide new Doherty clients with exceptional on-boarding experiences and to process new accounts and transfers documentation from start to finish. You will also assist with account transitions (i.e. internal transfers, Estates, Trusts, some of which are complex due to ownership structure or account type). You bring a client focused mindset to provide a high touch service to each of our clients. This role is a newly created position on the team.

Key responsibilities: