2027 Wealth Management, Winter Administrative Assistant BWM

Job Description Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.). Assist the Advisor team with client onboarding and maintenance of existing client accounts. Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems. Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.…