Administrative Associate (Toronto)
Nicola Wealth is a national leader in wealth management, recognized for its exceptional client service and award-winning culture. The Administrative Associate will provide crucial administrative support to Wealth Advisors and Wealth Planning Associates, facilitating client meetings and managing various administrative tasks to enhance business growth and client experience.
Responsibilities
- Assist Wealth Advisors to effectively manage practice
- Prepare and compile information and reports
- Support cash management processes
- Organize Wealth Advisors by managing tasks and reminders
- Support Wealth Advisors with technology updates as needed
- Provide administrative support to teams of Wealth Advisors and Wealth Planning Associates
- Support client meetings (schedule, coordinate, pre-meeting preparation, post-meeting follow-up and action items)
- Manage invitations to client events
- Enter client information into Salesforce
- Process new business requests for client onboarding
- Manage day-to-day client requests and execute, as applicable
- Communicate, both verbally and in writing, with clients when required
- Coordinate introductory meetings with prospective clients
- Create “Lead” records for prospective clients in Salesforce
- Track pipeline of prospective clients and ensure follow-up is provided
- Follow up with Marketing Team as needed on incoming prospective leads
- Coordinate and liaise with key stakeholders on behalf of Wealth Advisors for various corporate initiatives and projects, including and not exclusive to task management, reminders, meeting action items and deliverables
- Other relevant and related responsibilities, as assigned and as the needs of the organization change
Skills
- Business degree, diploma, certificate, or equivalent experience
- Minimum 1 year of related work experience in an administrative capacity
- Experience working in a high performing client service-oriented work environment
- Demonstrated diplomacy, tact, and professionalism in a high-volume environment
- Highly proficient in MS Word, Excel, PowerPoint, Outlook, and technology in general
- Superior attention to detail
- Highly organized and skilled at focusing on a high volume of tasks with competing priorities and deadlines
- Legally eligible to work in Canada for any employer
- Canadian Securities Course (CSC) preferred
- Prior experience working in the financial services or wealth management industry preferred
Benefits
- Competitive performance bonus
- RRSP contribution
- Participation in our profit-sharing program
- Share ownership program
Company Overview