Senior Wealth and Investment Administrator | Rosebank

Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service to their clients. They are looking for a dedicated, grounded, and versatile professional to join their team and become an integral part of their company culture.

If you thrive in a collaborative environment, possess a high level of integrity, and love to wear multiple hats, this is the perfect place for you to grow.

Key Responsibilities:

• Comprehensive Administration: Handle new business processing, switches, repurchases, and portfolio statements.
• Data Management: Maintain and update client data meticulously on internal client management systems.
• Client Servicing & Front-of-House: Act as the first point of contact answering phones, greeting clients at reception, serving refreshments, and handling general client queries.
• Planner Support: Assist exist...