Centralized Support Associate, Nesbitt Burns
Core
Provide experienced administrative support to advisory practices during temporary staffing gaps, hiring transitions, and short-term absences to maintain business continuity and protect advisor capacity.
Role type
Senior administrative support associate (wealth management)
Builds
Client portfolio reviews, meeting packages, marketing activities, and client account maintenance
Domain
Wealth management / Financial services
Required skills
Investment process knowledge, administrative process expertise, compliance knowledge, client relationship management, portfolio monitoring, regulatory documentation handling
Preferred skills
CIRO IR licensing, insurance and group products knowledge, trust and estate services knowledge, financial/retirement planning knowledge
Technologies
Proprietary investment products, client database systems, marketing platforms
Responsibilities
Schedule and prepare client portfolio reviews, coordinate marketing activities, handle client inquiries and account maintenance, resolve client complaints, process documentation for regulatory requirements, mentor junior team members, analyze issues and determine next steps
Seniority
Mid-level, hands-on IC