Administrative Assistant for a Financial Planning Firm in the US (Home Based Par

• Support the lead financial planner with repeatable client onboarding tasks for a growing US/Canadian wealth management firm
• Complete and submit client account applications for both the Canadian and US entities, following each entity’s separate process
• Prepare and route Investment Policy Statements (IPS) and other client documents for signature
• Identify which entity (Canadian or US) each client is working with and apply the correct process accordingly
• Maintain and update client records in the CRM, keeping all information accurate and current
• Organize, file, and retrieve client documents in Box.com
• Follow established step-by-step checklists and SOPs, checking off tasks to ensure nothing is missed
• Handle sensitive and confidential client financial information with discretion
• Use AI tools to support daily workflows and efficiency
• Provide overflow support on marketing tasks as needed

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