Administrative Assistant
On-site · Canada
Core
Provide administrative support to an Advisory Team, focusing on client service, meeting coordination, and account management.
Role type
Administrative Assistant (Wealth Management)
Builds
Client relationships and efficient advisory team operations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Microsoft Office Suite, time management, organization, client service, data entry, word processing
Responsibilities
Coordinate meetings for Advisors with clients/prospects; Respond to client inquiries regarding accounts and documentation; Assist with client onboarding; Manage incoming communications; Maintain client accounts and update documentation in compliance with regulations; Update team communication channels (websites, social media, newsletters).