Administrative Assistant
Core
Provide administrative support to a Portfolio Management/advisory team, handling client documentation, trade settlements, and review materials.
Role type
Administrative Assistant (Wealth Management)
Builds
Client account documentation, trade settlement records, portfolio review materials, and client correspondence.
Domain
Financial Services / Wealth Management
Required skills
Administrative experience, Microsoft Office proficiency, attention to detail, organizational skills, communication skills, data entry, time management
Preferred skills
CIRE exam completion, financial industry knowledge, Investment Industry experience, Excel proficiency
Responsibilities
Prepare account opening documentation, follow up on client trades and plan transfers, maintain client account knowledge via daily activity review, schedule portfolio reviews, prepare client review materials and reports, manage client records in contact management system, conduct general administrative functions including mail handling and phone calls
Seniority
Entry-level to Junior