Office Manager
Core
Administrative support for Relationship Managers and Associates, handling client onboarding, document management, and office operations.
Role type
Private Client Assistant (Administrative)
Builds
Client account documentation, KYC/AML filings, and office administrative processes
Domain
Private Banking / Wealth Management
Deliverable
client delivery | dashboards & analysis
Required skills
Account opening/closing, KYC/AML compliance, Records management, Client correspondence, Asset transfers, Meeting scheduling, Expense reporting, Mail handling, Data entry
Preferred skills
MS Excel, Access, CRM, Addvantage accounting system, Client prospecting research
Technologies
Microsoft Excel, Access, CRM, Addvantage
Responsibilities
Liaise with RAs/RMs on account documentation and funds transfers; Prepare and process KYC renewals and investment policy statements; Organize Records Management database; Handle asset transfers and check requests; Schedule meetings, rooms, and resources; Process travel and expense reports; Manage office supplies and mail distribution; Answer phones and direct callers; Support client prospecting research; Troubleshoot client issues and ensure timely communication.
Seniority
Entry to Mid-level, hands-on IC