Administrative Assistant
1 week ago
Position Summary
The Administrative Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operation in a fast-paced, confidential, multitasking environment
.
Responsibiliti
- es
Schedule client appointments (in-person/phone/virtu - al)Track and respond to email and telephone inquiries from prospects and clie
- ntsDevelop marketing strategies to attract prospects and engage existing clie
- ntsOrganize, schedule, and participate in client/prospect eve
- ntsRedirect emails and phone messa
- gesCreate prospect files and download applicable forms for consultant accessibil
- ityDownload applicable documents/forms for clients and have accessible to consult
- antUpdate client files with instructions, scanned documents, meeting deta
- ilsPrepare documents for signatures/e-signatu
- resFollow up with other financial institutions for fund transf
- ersSupport clients in signing up for Online Access and opting-in for e-delivery of account stateme
- ntsProcess/review and follow up on daily transactions regarding client accounts until completed Keep clients informed of applicable account changes and confirm transactions are completed Run reports as required by the Consult
ant
Qualificat
- ions
Post-secondary educ - ationCanadian Securities Course
- , CSCTwo or more years of administrative experience, preferably in the financial services ind
- ustryStrong computer skills, including working knowledge of Office 365 product suite: Outlook Word PowerPoint Excel
- TeamsStrong technology skills, including the ability to learn and incorporate new software/tools quickly and apply its full range of capabil
- itiesExperience with client relationship management systems (Salesf
- orce)Excellent organizational and communication s
- killsStrong attention to detail and ability to work independently is req
- uiredDemonstrated exceptional client service and su
- pportExcellent time management skills with the ability to quickly adapt to competing priorities and time restric
tions
Other Infor
mation
This is a full-time position offering a competitive salary and annual bonus based on performance. Prefer candidates that have their securities license (CSC) or willing to obtain within 12 months. Looking for a full-time individual, 8:30 – 4:30 (negotiable within 30 minutes), hybrid offering request three days minimum in person at St Albert
office.
Submit your resume and cover letter by March
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