Associate
On-site · Canada
Core
Administrative support for Investment Advisor teams, handling documentation, client requests, and event logistics.
Role type
Administrative Assistant
Builds
Client review materials, correspondence, reports, and event logistics
Domain
Wealth Management / Financial Services
Required skills
Administrative experience, Microsoft Office proficiency, Client service, Organizational skills, Documentation preparation, Transaction execution, Expense record maintenance
Responsibilities
Prepare account opening documentation, Execute client requests and transactions, Coordinate marketing initiatives and client events, Provide concierge service to clients, Maintain expense records and spreadsheets, Coordinate couriers and mailings