Administrative Assistant
5 days ago
About the Opportunity
This role provides administrative support to our Wealth Management division, assisting advisors with essential processes such as client onboarding, data entry, and document preparation. We are seeking a highly organized and detail-oriented individual with strong communication skills to join our team.
The successful candidate will have prior office experience with exposure to a corporate setting, a high level of integrity and discretion, and the ability to work autonomously while being open to feedback.
Responsibilities
- Provide administrative support to our Wealth Management division, including data entry, client onboarding, and document preparation
- Assist advisors with various processes, such as writing financial plans and supporting a growing team
- Work closely with our advisors to ensure seamless delivery of services to clients
Requirements
- Prior office experience with exposure to a corporate setting
- A high level of integrity and discretion – handling confidential client information
- The ability to work autonomously while being open to feedback
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