Facilitate seamless operations as an Administrative Assistant. Provide top-notch service for client account management and support an Advisory Team in engaging clients effectively.
Focused on administrative efficiency, this role will support an Advisory Team in Toronto with exceptional client service. You'll handle various account administration tasks, maintain compliance with industry standards, and prepare for key client meetings. Your expertise will enhance both client and internal interactions.
Key Responsibilities:
• Oversee client account administration and maintenance tasks
• Monitor timelines and ensure proactive client engagement
• Ensure accuracy and compliance of client documentation
• Assist with client inquiries and service requests
• Coordinate client meetings for Advisors
Requirements:
• Strong proficiency with business-related technology and applications
• High organizational and time management abilities
• Excellent verbal and written c...