Wealth Experience Associate
Core
High-volume administrative support for Financial Advisors, managing client account maintenance, transactional requests, and portfolio administration.
Role type
Wealth Experience Associate (Administrative Support)
Builds
Operational efficiency and client account management for ATB Wealth
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Investment account administration, high-volume task queue management, regulatory compliance knowledge, process optimization, cohort training facilitation, G-suite proficiency
Preferred skills
CIRO Registered Investment Representative, brokerage experience, wealth management solutions knowledge
Technologies
G-suite tools
Responsibilities
Manage high-volume task queue for account openings, updates, and transfers; Ensure trading activities are processed per Advisor requests; Maintain up-to-date client information and record keeping; Optimize business processes to reduce errors and costs; Facilitate onboarding and training for fellow Associates; Collaborate with operations teams to improve service delivery.