Administrative Assistant
2 weeks ago
**Administrative Assistant**
- 2301358
- Essential Duties and Responsibilities:
- Foster and support client relationships by liaising with clients, responding to requests, and solving problems proactively;
- Respond to and follow-up on inquiries from clients and co-workers in a timely and efficient manner;
- Book and confirm appointments;
- Help prepare documents for client meetings; and
- Manage all necessary documentation for clients and keep up to date with compliance regulations.
Knowledge of
- Fundamental investment concepts, practices, and procedures used in the securities industry;
- Customer Relationship Management (CRM) software is an asset; and
- Administrative processes and procedures is a must. I.E. Opening accounts i.e. RRSPs, TFSAs, and corporate accounts.
- Skill in
- Organization and time-management; and
- Prioritization and flexibility.
- Ability to
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service;
- Be detail-oriented and produce work that requires little to no checking; and
- Educational/Previous Experience Requirements
- A minimum of 1 year of industry related experience; and/or
- Relevant Post-secondary education.
**Job** Wealth management
**Primary Location** CA-BC-Nanaimo-Nanaimo
**Organization** PCG IFS
**Schedule** Part-time
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