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Financial Administrative Assistant

8 months ago

Vancouver, Canada Assante Wealth Management Full time

**Financial** **Administrative Assistant**

Our team is looking for a permanent full-time administrative assistant. Regular work hours are Monday to Friday from 8:30am to 5:00pm.

**Our Firm**:
We are a financial planning firm offering a multitude of services in the areas of investment management, income tax planning and preparation, retirement planning, estate planning, and financial risk management.

**What you will be doing**:

- Preparing paperwork for client meetings
- New client administration setup
- Completing investment forms and documentation
- Executing and following-up on investment trades
- Data entry, filing / scanning and photocopying
- Other administrative duties as assigned

**Who we are looking for**:

- Excellent verbal and written communication skills;
- Exceptional attention to details and be able to multi task;
- Excellent analytical and problem-solving skills (be able to think outside the box);
- Conscientious nature and strong client service skills (“can do” attitude);
- Strong work ethic and a positive attitude;
- A strong team player who is also capable of working independently.
- A high degree of professionalism and organizational skills;
- Strong proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook) and possesses an understanding of databases.
- Minimum 2 years of administrative experience preferably in the financial services industry, or have post-secondary education;
- Mathematical and analytical skills would be a definite asset.
- Working knowledge of the mutual fund industry would be a strong asset.

**Benefits**:

- 15 days’ vacation in a year to start (first year is prorated depending on start date). One extra day per year after 5 years up to a maximum of 20 vacation days.
- 4 bonus vacation days in the summer.
- Extended medical coverage after 3 months. Company pays for 100% of the premium Employees pay for their own Long-Term disability premium.
- Continuing education opportunities and room for advancement.
- Free financial planning advice.

Please forward your resume, cover letter in Microsoft Word format to the attention of David

**Only serious applicants please.**

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

**$50,000 - $55,000 depending on experience, with excellent benefits.**

**Job Types**: Full-time, Permanent

Pay: $50,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: In person