Provide essential administrative and operational support to Private Wealth Advisors. Ensure high standards of customer service and compliance in a adaptable 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 new team members will also be a key aspect of this position,



alongside maintaining strong operational knowledge.Key Responsibilities:Coordinate administrative tasks for wealth managementProvide superior service to clients and prepare documentationMaintain compliance in client file managementGuide and train new team membersStay up-to-date with operational and regulatory knowledgeRequirements:College diploma; Business Administrationis an assetAt least 5 years of experience in a relevant roleInvestment Representative license requiredProficiency in Word and Excel softwareStrong communication and organizational skillsDrive operational excellence and enhance client service in wealth management through dedicated support and expertise.

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