Financial Services Administrator
3 weeks ago
**Introduction**:Potvin Financial Services is an independent financial services firm dedicated to providing comprehensive wealth management and advisory services to our clients. With a strong commitment to excellence and a focus on client satisfaction, we strive to help our clients achieve their financial goals.
**Position: Financial Services Administrator**
**Responsibilities**:
- Maintain accurate files and records in the client database
- Prepare client review files and assist in the preparation and mailing of client correspondence, including statements
- Initiate, track, and expedite new account processes, fund transfers, and trades
- Support advisors with various administrative tasks to enhance their efficiency and productivity
- Provide excellent customer service to clients, addressing inquiries in a timely and professional manner
- Collaborate with team members to streamline administrative processes and improve overall efficiency
**Experience and Skills Required**:
- **Previous experience in the financial services sector is required**:
- A Mutual Fund license (ON) is preferred
- Exceptional organizational skills and attention to detail
- Strong computer skills, including a high level of proficiency in Microsoft Office Suite
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in a team environment
- Demonstrated initiative and a drive to succeed
**Job Types**: Full-time, Permanent
**Salary**: $38,000.00-$45,000.00 per year
**Benefits**:
- On-site parking
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person
Expected start date: 2023-07-04
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