Sales & Service Administrator
Core
Administrative support for the Assante Private Client team, handling account paperwork, trade documents, and logistical coordination for financial advisors.
Role type
Sales & Service Administrator
Builds
Private client account administration and operational support for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, financial document preparation, calendar management, database maintenance, MS Office proficiency
Preferred skills
Tax knowledge, conflict resolution, proactive problem solving
Technologies
MS Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Prepare new account paperwork and trade documents, coordinate internal workflows with trading desks and custodians, manage calendars and travel logistics, investigate and resolve account-related problems, maintain confidential client records and reports
Seniority
Mid-level, hands-on IC