Wealth Management Administrative Assistant

Support wealth advisors at DUCA’s Corporate Office in GTA West through portfolio monitoring, client scheduling, and Member service. This full-time position includes occasional branch travel.

The Wealth Advisor Administrative Assistant supports DUCA’s Wealth Management program and Aviso partners. You will prepare documents, coordinate reviews, process trades, and maintain organized Member files. Success requires financial-services experience, communication, organization, and Microsoft Office proficiency.

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.