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Administrative Assistant

1 month ago

Halifax, Nova Scotia, Canada Randstad Canada Full time
Job Title: Administrative Assistant - Financial Services

We are seeking an experienced and motivated administrative assistant to join our team at a financial company in Halifax, NS.

The ideal candidate will have 1-2 years of experience in an administrative assistant position and some financial experience or education. They will be able to work independently and as part of a team, communicate effectively, work with clients, and maintain a professional demeanor.

Responsibilities:
  • Acting as a receptionist by answering phones and greeting clients.
  • Arranging client meetings, preparing printed materials, and handling schedule changes.
  • Processing client requests, account transfers, deposits, withdrawals, and payments, as well as requests for tax documentation.
  • Responding to client inquiries and issues in a timely and responsive manner, escalating to an advisor when necessary.
  • Processing client account documentation.
  • Ordering marketing materials.
  • Maintaining client files and information on the appropriate systems.
  • Opening new accounts and processing new account documentation.
  • Ensuring all client interaction is accurately documented.
  • Ensuring adherence to all regulatory rules related to client accounts and documentation.
  • Following up with clients on missing documentation required by industry regulatory requirements.
Qualifications:
  • Excellent written and verbal communication skills in English.
  • Strong organizational skills.
  • Ability to take initiative and work independently.
  • Ability to meet deadlines.
  • Knowledge of Microsoft systems, including Word and Excel.
  • Financial industry experience is a plus.
How to Apply:

If you or someone you know may be interested in this role, please consider the following steps to apply:

  • Apply directly on this site.
  • Email your resume to us at atlantic.staffing@randstad.ca with the job title as the subject line.

We are committed to fostering a workforce reflective of all peoples of Canada and are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise.

We are committed to creating and maintaining an inclusive and accessible workplace for all our candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle.