Administrative Associate

3 weeks ago


Peterborough, Canada CI Assante Wealth Management Full time

**BECOME A PART OF OUR TEAM CI ASSANTE**

At CI Assante, we promote a positive and productive working environment. We are focused on providing our clients with the best possible customer service available. Our Peterborough Branch is currently seeking a strong communicator, detail oriented, driven administrative associate. Position is for 35 hours/wk - including 3 Weeks Vacation.

The Administrative Associate role is to provide administrative support to one or more Advisors and their teams.

Role and Responsibilities to include:
1. Ensure a high level of non-trade client service by:

- Arranging/ scheduling client meetings and appointments
- Entering notes in contact management system
- Responding to client inquiries and issues in a timely, responsive manner and escalating to Office Manager when appropriate

2. Provide administrative support by:

- Assisting in writing and processing clients’/prospects letters
- Ordering marketing materials
- Maintaining client files and information on the appropriate systems
- Opening new accounts and processing new account documentation
- Ensuring all client interaction is accurately documented

3. Contribute to the effective functioning of the branch team by:

- Building effective working relationships across the team with various business lines and corporate contacts
- Maintaining a high level of customer service
- Facilitating open and honest communication
- Actively sharing knowledge and experience to enhance the development of all team members

Education/Work Experience
- Excellent written and verbal communication skills
- Strong organizational skills
- Ability to take initiative and work independently
- Knowledge of Microsoft systems: Word, Excel and PowerPoint

**Job Type**: Permanent

**Salary**: $22.00-$25.00 per hour

**Benefits**:

- Extended health care
- RRSP match

Schedule:

- Monday to Friday
- No weekends

COVID-19 considerations:
All local Health Department regulations will be adhered as required regarding
Covid-19

Ability to commute/relocate:

- Peterborough, ON K9J 2N2: reliably commute or plan to relocate before starting work (preferred)

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative experience: 1 year (preferred)

Work Location: One location

Application deadline: 2023-01-20
Expected start date: 2023-01-23



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