Private Client Assistant
Core
Administrative support for Relationship Managers and Associates in the Capital Partners team, handling client deliverables, compliance documentation, and office operations.
Role type
Private Client Assistant (Administrative)
Builds
Client account documentation, KYC/AML filings, investment policy statements, and office operational efficiency.
Domain
Private Banking / Wealth Management
Deliverable
client delivery | dashboards & analysis | infrastructure
Required skills
Account documentation processing, KYC/AML compliance, funds transfer handling, records management, client correspondence preparation, travel/expense reporting, meeting logistics, mail distribution, data entry, Microsoft Excel, CRM systems, Addvantage accounting system
Preferred skills
Knowledge of private client investment products, capital allocation strategies, credit markets, problem-solving, research and data gathering, time management, prioritization, teamwork
Technologies
Microsoft Excel, Access, CRM, Addvantage
Responsibilities
Liaise with RAs/RMs on account opening and funds transfers; prepare and process KYC renewals and account documentation; handle asset transfers and check requests; organize records management database; prepare client correspondence and actionable items; schedule resources and meetings; process gift and entertainment submissions; answer phone calls and direct inquiries; troubleshoot client issues; order office supplies; sort and distribute mail; participate in project work; provide backup to team members.
Seniority
Entry to Mid-level, hands-on IC