Pathfind has recently engaged with an outstanding, service-oriented client to identify an Administrative Assistant based in Edmonton, Alberta.
This organization offers wealth management services to clients including financial management, risk management, tax planning, group insurance and innovative banking solutions. With more than 70 years combined financial services experience, our client focuses on providing expert advise and building long lasting relationships through their dedicated service.
Specific Responsibilities
Responsible for the planning, administration, and management of client documentation, records and transactions
Assist in preparing account documentation for new and existing clients
Work with Financial Advisors to prepare, complete, process and file client forms
Schedule and coordinate client meetings
Send out client information emails
Enter computer data and keep client information updated in the system
Liaise with clients and handle inquires to ensure financial information is relayed accurately
Develop and maintain strong client working relationships
Perform other administration duties as requested
Specific Requirements
2+ years experience in a financial assistant capacity
Experience or a solid understanding in financial analytics
Bachelor’s Degree in a relevant discipline
Possesses a Life License Qualification Program Certificate (LLQP) would be an asset
Proficient in Microsoft Office with advanced Excel skills
Analytic with strong written and verbal communication skills
Ability to multitask and work in a rapid-paced environment
Strong organizational skills and attention to detail is a must
Possesses robust time management skills
Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International.
The successful candidate must have legal authorization to work in Canada on a full time basis for any employer. While we appreciate the interest of all applicants, only those selected for an interview will be contacted.