Wealth Admin Specialist - Client Services Compliance

A leading financial institution in Canada is seeking an individual for a role focused on client documentation and support. Responsibilities include processing requests, maintaining client databases, and preparing for meetings. The ideal candidate should possess a college diploma in business and have strong client service dedication, organizational skills, and proficiency in Microsoft Office. Knowledge of financial services and tax issues is crucial, along with excellent communication skills.

This role is integral to ensuring compliance and supporting advisors effectively.
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