Administrative Assistant

1 week ago

Killam AB, Canada Brandi Sakaluk Financial Group Full time
Company Description visit for more information.

Role DescriptionThis is a full-time hybrid role for an Administrative Assistant at Brandi Sakaluk Financial Group located in Killam, AB, with flexibility for some remote work.

The Administrative Assistant is responsible for providing administrative and clerical support to the team, performing various administrative tasks, including managing phone calls and emails, scheduling appointments, and organizing files.

The Administrative Assistant should possess outstanding organizational, time-management, and communication skills, be able to work effectively in a team, and prioritize effectively in a fast-paced environment.


Qualifications:


Background and Criminal record checkOrganization skillsQuick typing skillsAttention to detailComputer savvyConfidentialityThoroughnessData entry experience or related office experiencePost-secondary degree in Business, Economics, or commerceAdministrative experience of no less than 5 yearsProven organizational skills and prioritization experienceDuties and Responsibilities: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 timeframeMaintaining an efficient filing systemContribute to the team effort.

Accept forms from clientsBook client appointmentsProvide account status updates such as confirming current balances or trade completionDistribute client brochures, fund performance updates and promotional materialsConduct trade processing through systems once instructions have been received from the advisorComplete paperwork by transposing information provided by the advisor or found in client filesSend money from an account that has a cash positionPromote seminars and learning topics.

Respond to client's questions in a timely manner.

Ensure tasks complete in line with deadlinePrepare client files for upcoming meetings, including regulatory requirements, paperwork and research for new businessEnsure clients are contacted for outstanding information and paperworkMaintain client information and contact schedules.

Processing paperwork derived from client requests and meetings.

Following up on a timely basis to ensure all tasks are completedLiaising with staff, Managers and external customers/clients to ensure the above tasks are completed effectively.


Hours & Location:
On-site - equipment is providedRemote available - must provide all equipment and agree to installation of security programs and monitoringFull-timeEither set hours or averaging contract availableAdvancement

Qualifications:


Canadian Securities CourseConduct & Practices HandbookWealth Management Essentials (within 3 years of licensing)Acknowledgement & AgreementThe above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organization and the overall business objectives of the organization.

How to ApplyCriteria Assessment CenterIn order to demonstrate your abilities fairly and objectively, please upload your resume & cover letter, take the assessments and complete a recorded video interview, at:
applicants who have completed this assessment and video interview will be considered for the position. We will invite qualified applicants only to proceed in this process, including a live interview.

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