Administrative Assistant

1 month ago

Lloydminster, Canada Hanson & Associates Private Wealth Management Full time

**Administrative Assistant: Financial Services Industry**

Excellent opportunity within the financial services industry. Seeking a highly organized and motivated individual who is interested in a long-term opportunity to help shape a leading Private Wealth Management practice located in Lloydminster. Individual must be detail
- and service-oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

**Your responsibilities will include, but not be limited to**:

- Contacting clients and scheduling appointments
- Managing the office calendar
- Receiving client inquiries and determining the best course of action
- Documenting and keeping track of workflow
- Assisting the Financial Advisor before client meetings
- Tracking post-meeting action items
- Maintaining client files and processing transactions
- Managing and updating client databases
- Compliance/regulatory administration
- Ordering office supplies and gathering information for Advantage Plus and other websites
- Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience
- Minimum of two years experience in an administrative role, ideally within the financial services industry
- Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
- Strong verbal and written communication skills
- Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face-to-face
- Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions
- Knowledge of social media an asset
- Self-starter who takes initiative and can work independently
- Good listener
- Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
- Enthusiastic
- Flexible and willing to adapt and evolve

Our Thought: This role is perfect for someone who is experienced in office management and enjoys working in a fast paced environment that requires him/her to wear multiple hats. This person will have the potential to grow as a member of the team for many years to come. As the role is mastered, there may be opportunities to take on greater leadership, or client-facing responsibilities.

Please submit your resume and cover letter on why you believe you’re right for this role.

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

**Salary**: $40,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care

Schedule:

- 8 hour shift

Work Location: In person

Application deadline: 2024-03-25

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