Our Client, a Banking company, is looking for an Administrative Assistant for their Calgary, AB location.

Responsibilities:

- Customer

- Prepare documentation and provide updates to IA(s) in preparation for client meetings

- Create reports for analysis of client accounts

- Accept/create leads & ensure correct referral coding on Client Leads

- Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages

- Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials

- Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage

- Deliver a legendary (gold standard) client experience

- Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars

- Provide market quotes and track Dividends, RSPs, RIFs

- Shareholder

- Prioritize and manage own workload to meet SLA requirements for service and productivity

- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate

- Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite





- Adhere to internal policies/procedures and applicable regulatory guidelines

- Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/policies/ practices

- Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives

- Monitor service, productivity and assess efficiency levels within own function

- Implement continuous process / performance improvements where opportunities exists

- Employee / Team

- Participate fully as a member of the team, support a positive work environment that
- promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest

- Support the team by continuously enhancing knowledge / expertise in own area and
- participate in knowledge transfer within the team and business unit

- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques

- Participate in personal performance management and development activities, including cross training within own team





- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities

- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities;

- Contribute to a fair, positive and equitable environment that supports a diverse workforce

- Act as a brand champion for your business area/function and the bank, both internally and/or externally

- Breadth & Depth:

- First level service professional requiring detailed knowledge of own direct products /services and key competitors

- Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines

- Basic understanding of the business developed through education, training and / or experience

- Develops foundational understanding of competitors, target industries and customer segments

- Uses established methods and scripts to understand customer needs

- Performs activities for customer retention and acquisition under direct guidance

- Reports to the Manager of Client Service

Requirements:

- Banking or financial institution experience

- Customer service experience

- Proficiency in Microsoft Office applications.

- Excellent communication skills

- Soft skills:

- Strong attention to detail and accuracy

- Ability to work independently and manage multiple priorities

- Nice-To-Have

- CSE or CIRE Certification

Why Should You Apply?

- Health Advantages

- Referral Program

- Excellent growth and advancement opportunities

📌 Administrative Assistant (Calgary)
🏢 Iconma Portal
📍 Calgary