Administrative Assistant - Hamilton

Are you an organized, detail-oriented professional with a passion for supporting high-performing teams in delivering exceptional client service? Join our dynamic wealth management company as an Administrative Support Specialist and play a vital role in enhancing client experiences and ensuring operational excellence.

• Administrative Support: Assist advisors with day-to-day administrative tasks, including processing transactions, updating client records, handling paperwork for mutual fund and insurance applications, and ensuring timely completion of requests.
• Client Communication: Serve as a client liaison by responding to inquiries and providing updates on account statuses, ensuring a best-in-class client service experience.
• Reporting: Prepare, generate, and maintain comprehensive reports related to client accounts, transactions, and other critical data to support decision-making.
• Compliance: Stay informed about changes in industry regulations and company policies; ensure that all activities meet compliance requirements and protect the firm’s integrity.
• Data Management: Utilize CRM tools like Salesforce to maintain accurate and up-to-date records, ensuring the integrity and confidentiality of client information.
• Coordination: Manage scheduling and organize meetings, coordinate advisors’ calendars, and oversee professional correspondence to facilitate efficient operations.
• Team Collaboration: Work closely with the advisory team to drive efficient processes, seamless service delivery, and an enhanced client experience.