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Administrative Assistant

2 months ago

Abbotsford, British Columbia, Canada Victoria Newitt Recruitment Inc. Full time
About the Opportunity

We are seeking a highly organized and detail-oriented Investment Assistant to join our team at Victoria Newitt Recruitment Inc. in Chilliwack. As an Investment Assistant, you will provide administrative support to our Investment Advisors, ensuring seamless client service and efficient day-to-day operations.

Key Responsibilities
  • Coordinate client account documentation and follow through to account opening
  • Execute mutual fund, equity, and fixed income trades
  • Initiate and track account transfers
  • Provide daily, weekly, and monthly reporting
  • Prepare materials and coordinate logistics for client meetings
  • Assist with client outreach, including email and telephone communication
  • Perform various aspects of general administration
Requirements
  • Minimum of 2 to 3 years of administrative experience within the banking, securities, and/or brokerage industry
  • Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course to meet the qualifications necessary to be approved as an Investment Representative
  • Intermediate knowledge of MS Word, Excel, and Outlook
  • Knowledge of Broadridge's Dataphile and/or Salesforce is an asset
  • Exceptional verbal and written communication skills
  • Articulate, tactful, and confident interacting with clients
  • Exceptional attention to detail and skilled at working efficiently and accurately
  • A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike
  • Strong analytical and organizational skills, with the ability to manage multiple priorities
  • Disciplined, driven, and operates with a high level of accountability
About Our Company

Victoria Newitt Recruitment Inc. is a leading recruitment agency specializing in the placement of top talent in the financial services industry. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Our team is dedicated to providing exceptional service and support to our clients and candidates.

What We Offer
  • A competitive total rewards package, including salary and commission
  • Mentorship programs and professional development opportunities
  • Flexible work options and a dynamic work environment
  • A culture of openness, collaboration, and respect