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
• Strong organiza...