Administrative Associate
Core
Administrative support for Investment Advisors and branch operations, managing client relationships, account maintenance, and trade execution.
Role type
Senior Administrative Associate (Wealth Management)
Builds
Client service experiences, portfolio reviews, and account documentation for Investment Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, trade processing, account administration, regulatory compliance, database management, financial product knowledge
Preferred skills
Insurance and group products knowledge, Trust and Estate services knowledge, Financial/Retirement planning knowledge
Technologies
Proprietary investment platforms, client database systems
Responsibilities
Book meetings and prepare introductory packages for prospects; coordinate marketing activities and client events; schedule and prepare client portfolio reviews; execute client-initiated trades and handle account maintenance; resolve client complaints and inquiries; generate reports and process account documentation; mentor junior team members; monitor asset flows and rebalancing needs.
Seniority
Mid-level, hands-on IC