Administrative Assistant, Wealth Management, Nesbitt Burns
Core
Supports Investment Advisors and branch operations with day-to-day administration, client service, and relationship management in wealth management.
Role type
Administrative Assistant (Wealth Management)
Builds
Client relationships and branch operational efficiency
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, administrative coordination, financial product knowledge, regulatory compliance, technology support, report generation, data management
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 and client events, assist in preparing for client meetings, handle client inquiries and basic money movements, 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, assist in managing client portfolios, follow risk and compliance processes, protect client and bank assets
Seniority
Entry-level to Junior (1-2 years experience)