Administrative Assistant
Core
Provide administrative support to a Portfolio Management/advisory team, handling account documentation, client trade settlements, and portfolio review logistics.
Role type
Administrative Assistant (Wealth Management)
Builds
Client account documentation, trade settlement records, portfolio review materials
Domain
Financial Services / Wealth Management
Required skills
Administrative experience, Communication, Attention to detail, Microsoft Office, Organization
Preferred skills
Financial industry knowledge, Investment Industry experience, Excel proficiency
Responsibilities
Prepare account opening documentation, Follow up on client trades and plan transfers, Schedule portfolio reviews, Prepare client review materials and correspondence, Manage client records in contact management system, Conduct general administrative functions like mail review and phone calls
Seniority
Entry to Mid-level