Wealth Concierge
Core
Support a team of Investment Counsellors and their high-net-worth clients with concierge-level service, coordination, and administrative workflow management.
Role type
Wealth Concierge (Administrative Support)
Builds
Client presentation materials, Annual Review Meeting packages, and coordinated wealth management processes.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client service coordination, Financial plan review, Document management, Salesforce proficiency, Data entry, Meeting scheduling, Stakeholder communication
Preferred skills
CIM Designation
Technologies
Salesforce, myGPS, MS Office (Word, Excel, PowerPoint)
Responsibilities
Respond to client inquiries and update client files, Prepare Annual Review Meeting materials, Review Financial/Will/Estate/Insurance plans prior to presentations, Coordinate with COIs/CAs/LLBs, Support advisory team in gathering info and entering data, Manage appointments and scheduled meetings, Assist with administrative workflow and transaction confirmations
Seniority
Mid-level, hands-on support