Administrative Management Assistant
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Key Responsibilities
Communicate with Members and schedule meetings Maintain organized Member files and administrative records Monitor portfolios and assist with trade execution Prepare information for Member review meetings Coordinate events, phone campaigns, and print marketing
Requirements:
One to three years in banking, investment, or wealth management Administrative experience serving wealth management or high-touch clients Excellent verbal and written communication skills Strong planning, prioritization, and organizational abilities Microsoft Office Suite proficiency Bring wealth management administration, Member service, portfolio support, and organized follow-up to DUCA’s GTA West team. #J-18808-Ljbffr
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