We’re looking for an administrative assistant to work as part of the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing. […]
Industry experience is essential. Candidates with no industry experience will not be considered. […]
Administrative duties – scheduling meetings, general office administration, correspondence with clients and service providers;
Assisting the financial planners in servicing existing clients as well as new clients – handling preparation of all meeting documentation, application forms and...