Enhance client service as an Associate Relationship Manager, providing essential support to corporate clients in the Financial and Securities industry. Handle administrative tasks, shareholder meetings, and reporting effectively.
In this role, you will offer day-to-day administrative assistance to Relationship Managers, ensuring smooth communication with clients and their counsel. Your work will involve managing client accounts, coordinating shareholder meetings, and ensuring compliance with documentation. Attention to detail and mathematical skills are key to delivering superior customer support throughout various processes.
Key Responsibilities:
• Provide administrative support to Relationship Managers
• Communicate with corporate clients regarding essential matters
• Review Financial Institution documents for accuracy
• Manage client accounts, including transfers and withdrawals
• Create regular and ad-hoc reports for stakeholders
Requirements:
• 2 years of administrative experience in Financial/Securities
• Client-facing experience with businesses or legal counsel
• Post-secondary diploma or degree required
• Proficient in MS Office suite
• Solid written and verbal communication skills
Leverage your skills in administrative support and client relations to succeed in this challenging role.
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