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Financial Administrative Assistant
1 week ago
- The rate of pay will be $40,000 annually
- Office Hours Monday – Friday
- Prepare documentation and process transactions as directed by the advisors
- Assisting in the preparation and maintenance of new accounts, communicating with advisors
- Deliver a high level of personalized customer service by responding to client and head office inquiries and requests in a timely manner
- Track the progress of account openings, trades, transfers, and various account maintenance
- Ensure timely completion of client applications and back-office processes
- Communicate with advisors, clients, and head office both verbally and in writing to ensure processes run smoothly
- Provide coverage at the reception desk and administrative duties as requested
- 1+ year experience in an administrative role, preferably within the financial services industry
- Strong aptitude working with numbers and data, including the ability to organize, enter, and process
- Strong organizational skills and attention to detail
- Excellent communication and interpersonal skills
- Satisfactory credit & criminal record check are required
- Must have completed or be willing to complete an accredited Mutual fund course such as IFIC, CIFC, or equivalent
- Valid Mutual Fund License preferred
- Post Secondary Education in Finance or equivalent
#INDHM
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