Wealth Advisor Administrative Assistant Job Purpose & Summary The Wealth Advisor Administrative Assistant will work closely with and support a group of Wealth Advisors in all aspects of DUCA\xe2\x80\x99s Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative assistant is responsible for preparing documents, scheduling client meetings, portfolio reviews, monitoring portfolios, processing trades, and many other administrative activities.
As partners, DUCA Financial Services Credit Union Ltd. and Aviso provide a fully comprehensive wealth management offering that encompasses a holistic Member-centric experience delivered through a network of leading financial and investment professionals. The Wealth Advisor Administrative Assistant works closely with both DUCA\xe2\x80\x99s Wealth Advisors and our Aviso partners to help DUCA Members with their wealth management needs.
Key Accountabilities & Duties
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