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Financial Services Assistant
3 months ago
Is this position the right fit for you?
In this role, you will:
- Handle documentation requests and input transaction requests as directed by Financial Consultants.
- Collaborate with Financial Consultants and Portfolio Managers to schedule client meetings.
- Address inquiries from current and prospective clients regarding MD products and services efficiently.
- Respond to urgent requests from Financial Consultants during client meetings.
- Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are met promptly.
- Assist in the research and resolution of client issues.
- Prepare files for Financial Consultants and Portfolio Managers ahead of client meetings.
- Process new account documentation as necessary.
- Update the client database, ensuring accurate recording of all client information and notes.
- Complete monthly compliance-related tasks as required.
- Coordinate with accountants and third parties as needed.
- Draft business correspondence to clients and third parties.
- Participate in various projects as needed.
- Provide reception coverage and perform general office duties.
The Essential Qualifications:
- A community college diploma in Business Administration or an equivalent qualification.
- A minimum of 2 years' experience in an administrative or clerical role, preferably within the financial services sector.
- Proficiency in Microsoft Windows and its applications, including Excel, Word, PowerPoint, and MS Outlook.
- Familiarity with CRM2.
- Completion of the Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) is considered advantageous.
Do you possess the skills that will contribute to your success in this role? We would be pleased to consider you if you have:
- A commitment to client service excellence.
- Strong organizational capabilities.
- Meticulous attention to detail and follow-through.
- Exceptional verbal and written communication skills.
- Resourcefulness and initiative.
- The ability to work independently or collaboratively within a team.
- Capability to manage multiple priorities in a dynamic environment.
- Adaptability to effectively manage change.
- A results-oriented mindset.
