About the role:

A well-established Financial Services Provider is seeking a highly competent and experienced individual to provide operational and administrative support to a designated Financial Advisor / Private Wealth Manager. The role encompasses both administrative and client service functions, while also serving as a key coordination and communication link between internal teams, clients and external stakeholders.

RESPONSIBILITIES:

• Process new business, including loading onto Elite Wealth and tracking progress.
• Adhere to portfolio review schedules and complete updates as required.
• Capture and update client, investment, and product information accurately.
• Load clients, institutions, funds and investment products onto Elite Wealth.
• Prepare client proposals on PortfolioLink.
• Maintain and update the client database, ensuring accuracy and integrity of records.
• General investment and policy administration both institutional and NFB.
• Compliance admin preparation and submission.
• Assist with client servicing requirements and general correspondence.
• Schedule and coordinate client appointments.
• Liaise with clients and maintain professional communication.
• Communicate with product providers and follow up on queries.
• Manage scanning, filing, and saving of information.
• Execute client money market instructions (e.g. call account movements).
• Provide general administrative support to Financial Advisors and senior staff.
• Attend meetings and contribute to a positive working environment.