Become an essential team member in our Calgary office as a Client-Focused Assistant. Your role will involve providing vital support to Investment Advisors while ensuring superior client service and administrative efficiency.
This position supports an Investment Advisor, focusing on client relationship management and administrative functions. The ideal candidate will have experience in the financial sector, solid communication skills, and an organized mindset. You'll be responsible for preparing documentation, responding to inquiries, and ensuring client satisfaction while fostering lasting relationships.
Key Responsibilities:
Handle client communications via phone and email professionally
Assist Investment Advisors with account documentation and presentations
Foster and maintain solid client relationships
Respond to client inquiries and requests promptly
Manage administrative tasks like filing and expense tracking
Requirements:
Experience in financial services or administration
Solid communication skills in English
Proficiency in Microsoft Office and CRM systems
Excellent organizational and multitasking abilities
Post-secondary education required
Deliver exceptional client support and administrative expertise as a Client-Focused Assistant in Calgary.