Administrative Assistant
6 days ago
ADMINISTRATIVE ASSISTANT – LICENSED
Type: In-Office|Permanent Position|Edmonton AB
About Our Client
Are you passionate about providing exceptional client service and eager to grow your career in the financial sector? Join a dynamic and expanding team located in south Edmonton where your expertise will contribute to delivering comprehensive financial solutions and long-term success for our clients.
The Opportunity
As a Licensed Administrative Assistant , you'll be the backbone of a high-performing financial planning team, providing expert administrative support, ensuring seamless client experiences, and helping maintain efficient operations.
Key Responsibilities:
- Be the go-to expert for clients, financial planners, and external partners, offering proactive support via phone, email, and in-person interactions.
- Stay ahead of the game by preparing key documentation, generating reports, and keeping financial planners updated for client meetings.
- Own the process of client account transactions, including contributions, withdrawals, pre-authorized payments, and portfolio rebalancing.
- Ensure smooth operations by monitoring pending paperwork, tracking transfers, and maintaining accurate client files.
- Dive into the details with data input, portfolio reviews, and ensuring all compliance documentation is up to standard.
- Keep things running efficiently with general administrative tasks that support a fast-paced financial planning team.
Qualifications:
- 3+ years of experience in an administrative based position within the financial industry.
- Post-secondary education in Business, Finance, or a related field.
- Highly preferred completion OR active enrollment in industry courses, such as:
- Canadian Securities Course (CSC)
- Canadian Investment Funds Course (CIFC)
- Conduct and Practices Handbook Course (CPH)
- Wealth Management Essentials (WEM)
- Strong knowledge of administrative processes and investment procedures.
- A keen eye for compliance , securities regulations, confidentiality, and risk management.
- Tech-savviness , with experience using financial planning software and Microsoft Office Suite.
- Excellent communication skills , both written and verbal, to provide professional and knowledgeable support.
- Organizational excellence , with a sharp attention to detail and the ability to prioritize tasks effectively.
- Problem-solving prowess to anticipate and resolve challenges proactively.
Why Join?
- Be part of a growing, client-focused financial services team with opportunities for professional development.
- Work in a collaborative and supportive environment where your contributions make a real impact.
- Gain valuable experience in the fast-paced world of investment and financial planning.
About Us
Executrade is one of Western Canada's most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.
We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.
In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: .
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lEgEAGAcHKsAUzECAQEhCsEJNDBAhkEBCsDFswAwECIQHBCjE5RIBABgHByrAFMxAgEBIQrBCTQwQIZBAQrAxbMAMBAiEBwQoxOUSAQAYBwcqwBTMQIBAS+A+j0wSraeNMVQAAAABJRU5ErkJggg==)
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