Branch Assistant MS-568

Branch Assistant MS-568

23 May
|
Tundra Technical Solutions
|
Victoria

23 May

Tundra Technical Solutions

Victoria

Position Overview

The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients.

Duties and Responsibilities

Administrative functions:

• Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit

• Printing and mailing cheques

• Receiving and processing certificates deposits

• Monitoring petty cash

• Assist the Branch Administrator in monitoring and clearing up the compliance pending list

Branch functions:

• New account documentation

• Assist Branch Administrator with I.T. setups and tech support for branch personnel





• Back up to the Branch Administrator

• Additional duties as per assigned

Reception functions:

• Receive, greet and direct calls and clients

• Sort and distribute incoming mail

• Assist to coordinate branch and client meetings, set up boardrooms

• Accounts payable

• Order office and kitchen supplies and monitor inventory

Qualifications

• 1-3 years working experience in the Finance industry

• Eager to learn new skills and adapt to a changing working environment

• Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment

• Operations familiarity within the brokerage industry

• Familiarity with commonly used programs such as Dataphile

• Strong Microsoft Office Suite skills

• Strong communication and interpersonal skills

• Detail oriented

• Organizational skills

The original job offer can be found in Kit Job:
https://www.kitjob.ca/job/78835814/branch-assistant-ms-568-victoria/?utm_source=html

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