Provide exceptional administrative support to Wealth Advisors in a dynamic environment as an Administrative Associate. Deliver outstanding client service through effective management of daily tasks and transactions.
In this role, you will enhance the efficiency of Wealth Advisors, ensuring all administrative processes run smoothly. You’ll respond to client inquiries, facilitate trades, and assist in the development of marketing initiatives. Tracking reports will help you contribute to strategic business growth while fostering effective relationships across various teams.
Key Responsibilities:
• Oversee and manage client administration processes
• Execute trades as directed by Wealth Advisors
• Address client inquiries and resolve related issues
• Facilitate marketing materials and event coordination
• Prepare reports tracking business metrics for advisors
Requirements:
• Experience within the securities industry
• CIRO Investment Representative approval ne...