Join Clay, Fung & Associates in Victoria as a part time Administrative Assistant. Support client-focused wealth management with your organizational skills and attention to detail.
This role is essential for maintaining the day-to-day operations of a wealth management practice affiliated with IG Wealth Management. The ideal candidate is self-motivated and detail-oriented, looking to thrive in a supportive team environment. You will enhance our client service while managing social media, coordinating appointments, and preparing key documentation.
Key Responsibilities:
• Review and manage client accounts and trade orders
• Maintain CRM reports and Excel spreadsheets
• Plan and coordinate marketing events and guest lists
• Manage social media accounts and weekly newsletters
• Book client appointments and manage advisor calendars
Requirements:
• Strong interpersonal communication skills
• Proficient in Microsoft Office
• Exceptional time management and prioritization skills
• Solutions-oriented with a pleasant attitude
• High attention to detail and accuracy
Elevate your career in administrative support while contributing to client success at Clay, Fung & Associates.
#J-18808-Ljbffr

📌 Part-Time Administrative Assistant Victoria
🏢 IG Private Wealth Management- Clay, Fung & Associates
📍 Victoria