Administrative Assistant, Private Wealth
Core
Provides operational support and management of sales compliance and regulatory requirements for a private wealth branch.
Role type
Administrative Assistant (Private Wealth)
Builds
Operational support for branch sales and service objectives
Domain
Financial Services / Private Wealth
Deliverable
dashboards & analysis
Required skills
Client documentation management, Database management, Workflow coordination, Record keeping, Meeting scheduling, Office inventory management, Financial and transactional processing, Compliance processing, Risk management adherence, Issue escalation
Preferred skills
Post-secondary degree in related field, 2-3 years of relevant experience
Technologies
Databases
Responsibilities
Manage client documentation for correspondence and set-up; Coordinate workflow of less-experienced staff; Organize and file records of office activities and business transactions; Create, maintain, and enter information into databases; Process work orders for equipment warranties, maintenance, and repairs; Maintain office supplies inventory and order supplies; Schedule meetings and coordinate meeting facilities; Liaise with partners to coordinate changes to premises; Identify and escalate irregularities and discrepancies to management; Perform financial and transactional processing and reporting; Ensure proper documentation and administration of decisions; Follow risk and compliance processes and policies.
Seniority
Entry to Mid-level, hands-on IC