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Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
Job Description & How to Apply Below
Support private wealth administration with precise documentation and client service at Jackson and Associates PWM. This hybrid role requires travel between four locations.
Jackson and Associates PWM seeks an experienced administrative professional under the IG Wealth Management umbrella. The position supports daily office tasks through meeting coordination, document processing, and database accuracy. You will help maintain professional client experiences while working one to two in-office days weekly.
Key Responsibilities:- Manage documentation and coordinate meetings with meticulous attention to detail
- Serve clients professionally and warmly in person and by phone
- Submit client documents and maintain accurate digital files
- Support quarterly marketing events, including evening attendance
- Process transactions and enter personal data into databases
- Three or more years in financial or legal sectors is preferred
- Valid driver’s license and reliable personal vehicle
- Microsoft Office 365 Suite experience
- Sales Force CRM and Advisor Portal experience
- Related post-secondary education or equivalent training and experience
Apply administrative precision, financial-sector knowledge, and warm client service to private wealth operations at Jackson and Associates PWM.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).