- Provide an effective reception and telephone service.
- Overseeing the daily and routine tasks of incoming correspondence & requests, assigning priority levels and ensuring tasks are completed within the allocated timeframe
- Maintaining an efficient filing system
- Contribute to the team effort.
- Accept forms from clients
- Book client appointments
- Provide account status updates such as confirming current balances or trade completion
- Distribute client brochures, fund performance updates and promotional materials
- Conduct trade processing through systems once instructions have been received from the advisor
- Complete paperwork by transposing information provided by the advisor or found in client files
- Send money from an account that has a cash position
- Promote seminars and learning topics.
- Respond to client's questions in a timely manner.
- Ensure tasks complete in line with deadline
- Prepare client files for upcoming meetings, including regulatory requirements, paperwork and research for current business
- Ensure clients are contacted for outstanding information and paperwork
- Maintain client information and contact schedules.
- Processing paperwork derived from client requests and meetings.
Following up on a timely basis to ensure all tasks are completed
- Liaising with staff, Managers and external customers/clients to ensure the above tasks are completed effectively.
Experience : The following skills and experience are preferred for the role of Administrative Assistant:
- Background and Criminal record check
- Organization skills
- Quick typing skills
- Attention to detail
- Computer savvy
- Confidentiality
- Thoroughness
- Data entry experience or related office experience
- Post-secondary degree in Business, Economics, or commerce
- Administrative experience of no less than 5 years
- Proven organizational skills and prioritization experience
Advancement Qualifications:
- Canadian Securities Course
- Conduct & Practices Handbook
- Wealth Management Essentials (within 3 years of licensing)
Job Types : Full-time, Permanent
Pay: $20.00-$30.00 per hour
Expected hours: 40 per week
Benefits :
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
- No weekends
Application question(s): Work Location: Hybrid remote in Killam, AB T0B 2L0