Job Summary
We are an established private family wealth office dedicated to helping individuals, families, and business owners achieve their financial goals through comprehensive wealth management, retirement planning, insurance solutions, and estate planning strategies.
Our success is built on exceptional client service, professionalism, and attention to detail. We are seeking a highly organized and client-focused Administrative Assistant to become an integral part of our team.
Key Responsibilities
Client Service & Relationship Support
- Serve as the first point of contact for clients by phone, email and in person
- Schedule and confirm client meetings and annual reviews
- Prepare meeting materials, reports and follow-up documentation
- Maintain accurate and up-to-date client records
- Support a professional and welcoming client experience
Administrative & Operational Support
- Manage calendars, appointments, and task tracking
- Process paperwork related to account openings, transfers, and account updates
- Coordinate document preparation and electronic filing
- Handle incoming and outgoing correspondence
- Assist with office coordination and general administrative tasks
Compliance and Documentation
- Ensure client files meet regulatory and internal compliance standards
- Assist with Know-Your Client updates and documentation
- Maintain strict confidentiality of client financial information
- Support compliance reviews and audits as required
Financial & Reporting Support
- Prepare bacsic reports and summaries for client meetings
- Assist with tracking client transactions and follow-ups
- Liase with internal teams and external partners including custodians and insurance providers
Qualifications
- 2+ years of experience in an administrative, client service or financial services roll
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiencly with Microsoft Office and digital document management systems
- Experience within wealth management, insurance, banking or financial services is considered an asset
This position offers an opportunity to be a vital part of our team by ensuring efficient office operations while providing exceptional support to clients and staff.
Pay: $45,000.00-$55,000.00 per year
Work Location: In person
