Wealth Experience Associate
Core
Administrative support and client service for a portfolio of ATB Wealth clients, assisting Financial Advisors in managing investment needs and delivering post-sale service.
Role type
Wealth Experience Associate (Administrative/Client Support)
Builds
Client account management, meeting coordination, and investment transaction processing for ATB Wealth clients.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
CIRO Registration (Investment Representative), wealth management solutions knowledge, administrative and organizational skills, G-suite proficiency, Salesforce usage, prospecting and networking
Preferred skills
Post-secondary education, experience supporting wealth professionals
Technologies
Salesforce, G-suite, wealth management systems
Responsibilities
Act as first point of contact for clients to execute requests; coordinate client meetings and events; monitor investment maturities and initiate renewals; process trading activities; maintain client records and update Salesforce; identify new sales opportunities for Financial Advisors.