Administration Assistant, Wealth Management, Nesbitt Burns
Core
Provides day-to-day administrative support to Investment Advisors and branch operations, managing client service requests, scheduling, and marketing activities.
Role type
Administrative Assistant (Wealth Management)
Builds
Client service experience and branch operational efficiency
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client relationship management, Scheduling and calendar management, Data entry and database maintenance, Report generation, Basic financial product knowledge, Technology troubleshooting, Compliance adherence
Preferred skills
Wealth management operations knowledge, Traditional and non-traditional investment products familiarity, Financial planning software proficiency
Responsibilities
Coordinate marketing activities including website and social media initiatives, Assist in preparing for client meetings and scheduling appointments, Handle client day-to-day requests including money movements and account updates, Generate reports and process items for client accounts, Maintain and organize client database and files, Ensure tasks are assigned and completed, Support team members with technology issues and policy inquiries, Follow risk and compliance processes to safeguard assets
Seniority
Entry-level to Junior