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.
Wealth Management Administrative Assistant in Toronto employer: DUCA
At DUCA, we pride ourselves on being a vibrant credit union that embodies our 'profits with a purpose' philosophy, offering a supportive and collaborative work environment where employees can thrive. As a B-Corp certified organization, we provide meaningful opportunities for professional growth and development, allowing you to make a real impact in the lives of our Members and the community. Join us in our mission to help People, Businesses, and Communities Do More, Be More, and Achieve More™ while enjoying competitive compensation and a culture that values innovation and teamwork.
