Administrative Assistant to Portfolio Manager

2 months ago

Vancouver, Canada Caerus Private Wealth Full time

**About us**

**About iA Financial Group**

iA Private Wealth is second largest non-bank wealth advisory firm in Canada. iA Private Wealth has over 500 advisory group nationally providing wealth management service to Canadians across the country.

**About Caerus Private Wealth - Caeruswealth.ca**

We are a dedicated investment advisory team, who provides wealth management and a unique investment strategy, for Canadian families who want confidence that their investments are being actively managed. Our vision of success (what motivates us to work so hard) to create, protect and transition wealth is to provide Canadian families with the most desirable and responsible investment experience.

RESPONSIBILITIES
- Administrative duties, process mail/courier, filling, photocopying, faxing and scanning
- Arrange/schedule appointments, answer calls, greet and meet clients and prospects
- Prepare and process client documentation including detailed review, submission and follow up with head office and/or clients.
- Process financial transactions e.g. RRSP, TFSA, RESP withdrawals/deposits.
- Management of client database, maintaining compliance standards in client dealings and client files, privacy legislation etc.
- Assist in the coordination of client appreciation events, attend these events which are outside of general office hours twice per year.
- Design, implement and maintain basic social media marketing.
- Website management using WordPress including posting of event photos and monthly newsletters.

QUALIFICATIONS
- Minimum of 2 years of experience in an administrative and/or marketing capacity
- Exceptional client service skills
- Enjoy communication with clients on phone, in person and video conferencing

SKILLS AND ABILITIES
- Highly detailed, organized and process oriented
- Adept in Technology, e.g. MS Word, Excel, Outlook, WordPress, Constant Contact
- Self-motivated, driven and constantly learning
- Superior customer service skills, excellent verbal and written communication skills
- Strong analytical and problem-solving abilities
- Detail-oriented, resourceful & adaptable
- Strategic, data driven social media abilities

ADDITIONAL NOTES

We thank all applicants for their interest; however only those selected for an interview will be contacted.

**Salary**: $55,000.00-$70,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Wellness program

Schedule:

- Monday to Friday

Work Location: In person

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