Administration Assistant - Wealth Management, Nesbitt Burns
Core
Provides administrative support to Investment Advisors and branch operations, handling client service, scheduling, marketing coordination, and account administration.
Role type
Administrative Assistant (Wealth Management)
Builds
Client service experiences, marketing initiatives, and operational efficiency for the advisory team.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, scheduling, marketing coordination, account administration, report generation, database management, compliance adherence, issue escalation, technology support
Preferred skills
Wealth management operations knowledge, financial product knowledge, technology applications familiarity
Technologies
Financial planning software, investment industry tools
Responsibilities
Coordinate marketing activities, assist in preparing for client meetings, handle client inquiries and basic money movements, generate reports and process account items, maintain client database and files, ensure task assignment and completion, provide technology support, distribute business updates, follow risk and compliance processes, protect client and bank assets
Seniority
Entry to Mid-level, hands-on support