Private Client Assistant
Core
Administrative support for Relationship Managers and Associates in a Private Client office, handling client deliverables, compliance documentation, and office operations.
Role type
Private Client Assistant (Administrative)
Builds
Client account documentation, KYC/AML filings, investment policy statements, and office operational efficiency.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Account documentation processing, KYC/AML compliance, asset transfer handling, records management, client correspondence, calendar and travel management, data entry, Microsoft Excel, CRM systems, Addvantage accounting system
Preferred skills
Problem-solving, research and data gathering, time management, organizational skills, multitasking, team collaboration, client prospecting support
Technologies
Microsoft Excel, Access, CRM, Addvantage
Responsibilities
Liaise with RAs/RMs on account opening and funds transfers; prepare and process KYC renewals and account documentation; handle asset transfers and check requests; maintain records management database; prepare client correspondence and actionable items; schedule meetings and manage calendars; process gift and entertainment submissions; answer phones and direct inquiries; troubleshoot client issues; support client prospecting research.
Seniority
Entry to Mid-level, hands-on IC