Administration Associate, Wealth Management, Nesbitt Burns
Core
Provides day-to-day administration and client service support to Investment Advisors and branch operations in wealth management.
Role type
Wealth Management Administration Associate
Builds
Client relationships and branch operations support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment process knowledge, Administrative process knowledge, Trade processing rules, Compliance practices, Client service, Account maintenance, Trade execution, Regulatory documentation
Preferred skills
Insurance products, Trust and Estate services, Financial/Retirement planning
Technologies
Proprietary products and services, 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 assets and notify on rebalancing needs, Ensure compliance with risk and regulatory policies
Seniority
Mid-level, hands-on IC