Administrative Assistant
Core
Provide ongoing administrative support to clients and the Advisor team at a wealth management firm, including account administration, client inquiries, and internal communications.
Role type
Administrative Assistant (Wealth Management)
Builds
Client account files, reports, and internal support processes for Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account administration, client service, time management, organization, business applications proficiency, English communication
Preferred skills
Canadian Investment Regulatory Exam (CIRE), securities industry experience
Technologies
Business applications, Spreadsheet Software, Word Processing Software, Presentation Software, Email Services
Responsibilities
Execute client account administration (opening, maintenance, requests), manage client timelines and key dates, respond to client inquiries, manage incoming communications from clients and partners, ensure compliance with internal controls and regulatory requirements