Administrative Specialist Wealth Advisors

Position: Administrative Specialist for Wealth Advisors
Provide essential administrative and operational support to Private Wealth Advisors. Ensure high standards of customer service and compliance in a flexible work setting.
As an Administrative Specialist, you will be responsible for assisting with the comprehensive management of client accounts and administrative duties vital to the success of the wealth management team.

Your role includes serving as a resource for inquiries related to products and procedures, opening client files, and coordinating administrative tasks. Mentoring new team members will also be a key aspect of this position, alongside maintaining strong operational knowledge.

Key Responsibilities:

• Coordinate administrative tasks for wealth management

• Provide superior service to clients and prepare documentation

• Maintain compliance in client file management

• Guide and train new team members

• Stay up-to-date with operational and regulatory knowledge
Requirements:

• College diploma;
Business Administration is an asset

• At least 5 years of experience in a relevant role

• Investment Representative license required

• Proficiency in Word and Excel software

• Strong communication and organizational skills
Drive operational excellence and enhance client service in wealth management through dedicated support and expertise.
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