Wealth Management Executive Assistant Niagara (Tecumseh)

Elevate your career as an Executive Assistant with a prominent wealth management firm in Niagara, Ontario. Support financial advisors through comprehensive client service and meticulous administrative tasks. In this key role, you will report directly to the owner, enhancing operational efficiency and client satisfaction. Your responsibilities include managing client inquiries, maintaining accurate records, and ensuring compliance with regulatory standards. Attention to detail and exceptional organizational skills are crucial for success in this financially driven environment. Key Responsibilities: - Serve as primary contact for client inquiries and service - Schedule and coordinate client meetings and documentation - Manage advisor's calendar and incoming correspondence - Ensure timely compliance with regulatory documentation - Assist in preparing for audits and reviews Requirements: - Experience in financial services or wealth management - Robust organizational and multitasking abilities - Detail-oriented approach to account management tasks - Familiarity with CRM systems and client records - Excellent communication skills for client interaction Utilize your expertise in client support and administration within a dynamic wealth management setting. Apply on Kit Job: kitjob.ca/job/2pr7j3