Administration Assistant, Wealth Management, Nesbitt Burns

Job description

Application Deadline: 05/29/2026 Address: 399 Rue Principale, 2nd Flr Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Qualifications: Please note the base salary for this specific position in Granby is $ 40,000.00 and this role may be eligible to receive a monthly discretionary bonus. Salary : $33,600.00 - $50,900.00 - Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. - Assists the advisory team in preparing for client meetings, including scheduling appointments. - Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers),...