Is this role right for you?

Be responsible for providing administrative and operational support to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers. 
Work with Advisors, as well as a larger regional team of Administrators.
Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly
Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and effi...