Administration Assistant, Wealth Management, (contract) 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
client delivery
Required skills
Client relationship management, appointment scheduling, account administration, report generation, database management, risk compliance adherence, technology troubleshooting
Preferred skills
Wealth management operations knowledge, traditional and non-traditional investment products knowledge, financial planning software familiarity
Technologies
Financial planning and investment industry software
Responsibilities
Coordinate marketing activities including website and social media initiatives; assist in preparing for client meetings and scheduling; handle client inquiries including money movements and account updates; generate reports and process account items; maintain client database and files; ensure task assignment and completion; support team members with technology issues; gather and distribute business updates; develop rapport with clients to retain relationships; assist in managing client portfolios; support investment needs and provide advice; follow risk and compliance processes; protect bank and client assets; maintain confidentiality.
Seniority
Entry to Mid-level, hands-on support