Centralized Support Assistant, Nesbitt Burns
Core
Provides 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
Administrative support specialist (wealth management)
Builds
Operational continuity for advisory teams and client service delivery
Domain
Wealth management / Financial services
Required skills
Administrative support, client communication, scheduling, money movement processing, account management, report generation, database maintenance, risk compliance adherence, workflow adaptation
Preferred skills
CIRO IR licensing, wealth management product knowledge, financial planning software familiarity
Technologies
Financial planning and investment industry software
Responsibilities
Deliver administrative support during staffing gaps, adapt to assigned practice routines, prepare for client meetings, handle client inquiries and money movements, generate reports, coordinate marketing activities, maintain client databases, ensure transaction assignment, support technology issues, gather business updates, develop client rapport, assist with portfolio management, support investment advice, follow risk and compliance processes, provide orderly handovers
Seniority
Mid-level, hands-on IC