Provide essential administrative and operational support to Private Wealth Advisors. Ensure high standards of customer service and compliance in a flexible work setting.As an Administrative Specialist, you will be responsible for assisting with the comprehensive management of client accounts and administrative duties vital to the success of the wealth management team. Your role includes serving as a resource for inquiries related to products and procedures, opening client files, and coordinating administrative tasks. Mentoring current team members will also be a key aspect of this position, alongside maintaining solid operational knowledge.Key Responsibilities:
Coordinate administrative tasks for wealth management
Provide superior service to clients and prepare documentation




Maintain compliance in client file management
Guide and train new team members
Stay up-to-date with operational and regulatory knowledgeRequirements:
College diploma; Business Administrationis an asset
At least 5 years of experience in a relevant role
Investment Representative license required
Proficiency in Word and Excel software
Robust communication and organizational skillsDrive operational excellence and enhance client service in wealth management through dedicated support and expertise.#J-18808-Ljbffr

📌 Administrative Specialist For Wealth Advisors Toronto
🏢 National Bank of Canada
📍 Toronto