Job Description
Join our Elite Wealth Management team as a Client-Focused Administrative Assistant, providing essential support for Customer Relations. Help create clarity and peace of mind for our clients.
This full-time Admin Assistant role is centered around delivering high-quality client service within our financial planning practice. Your responsibilities will include maintaining meticulous client records, responding to inquiries, and facilitating various client-related tasks. Collaboration with our financial advisors will be a major part of your day-to-day operations.
Key Responsibilities:
• Update client records according to compliance requirements
• Timely response to client inquiries
• Support financial advisors with administrative duties
• Ensure thorough preparation for client reviews
• Manage logistics for client appointments and requests
Requirements:
• Post-secondary education is essential
• At least 1 year ...
This full-time Admin Assistant role is centered around delivering high-quality client service within our financial planning practice. Your responsibilities will include maintaining meticulous client records, responding to inquiries, and facilitating various client-related tasks. Collaboration with our financial advisors will be a major part of your day-to-day operations.
Key Responsibilities:
• Update client records according to compliance requirements
• Timely response to client inquiries
• Support financial advisors with administrative duties
• Ensure thorough preparation for client reviews
• Manage logistics for client appointments and requests
Requirements:
• Post-secondary education is essential
• At least 1 year ...
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