Job Description

Supports the Private Wealth branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes and files records of office activities and business transactions.
  • Administers a filing system to ensure the availability of reports, forms, and other documentation.
  • Creates, maintains, and enters information into databases.
  • Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
  • Maintains office supplies inventory and orders.
  • Schedules meetings and coordinates meeting facilities and set‑up.
  • Liaises with internal and external partners to coordinate changes...

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