Administrator

2 months ago


North York, Canada Assante Capital Management Ltd Full time

**Summary of Role**:

- **Provide a senior, comprehensive level of administrative assistance to the Financial Advisor. The position requires the Administrator to work independently, proactively and exercises a significant degree of detail and initiative to support ongoing clients and prospect requirements.**_

**Duties and Responsibilities**:

- _Client Service_
- _Order entry and tracking of client trades on ActionPro_
- _Preparation of client meeting packages._
- _Preparation and processing of all account opening and change documents_
- _Enter, organize, and maintain all client information in contact management system_
- _Professionally answer incoming calls and direct appropriately_
- _Open and act upon mail_
- _Other duties as assigned._
- ._

**Experience and Qualifications**:

- What are the minimum requirements for this role?_

Experience
- _5 plus years of progressively responsible administrative experience in a securities licensed branch._

Education/Training
- _Ex: Grade 12, University degree, College diploma_
- _Ex: Financial/Systems related degree/education_

Knowledge, Skills, and Abilities
- _Experience in Microsoft Office software, Windows, Contact management software and mutual fund client account trading system._
- _Excellent customer service skills_
- _Ex: PC proficient, e.g. Word, Excel, Outlook_
- _Ex: Excellent verbal and written communication skills_

**Salary**: From $40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative experience: 5 years (preferred)

Ability to Commute:

- North York, ON M5M 3Y1 (required)

Work Location: In person


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