Financial Operations Specialist
7 days ago
We are seeking a highly skilled Financial Operations Specialist to join our team in Saint John, NB. As a key member of our management team, you will provide exceptional service and administrative support to clients and employees.
Key Responsibilities:- Client Service: Manage incoming communications from clients, Advisors, and internal partners, providing attentive and accurate service.
- Administrative Tasks: Assist the Management team with office stationery orders, boardroom scheduling, and support for the Branch Operations Manager.
- Advisor Support: Complete administrative and operational tasks, including processing funds, account openings, and maintenance documentation.
- Meticulous Attention to Detail: Ensure accuracy and timeliness in all tasks.
- Excellent Communication Skills: Provide clear and concise communication in English.
- Strong Microsoft Office Skills: Proficient in using Microsoft Office tools.
- Professional Approach: Maintain a positive working environment.
- Total Rewards Program: Comprehensive program including bonuses, flexible benefits, competitive compensation, commissions, and stock (where applicable).
- Leadership Development: Coaching and opportunities for growth.
- Culture of Excellence: Collaborative, progressive, and high-performing team.
- Training Program: World-class training in financial services.
$60,000 - $80,000 per year (dependent on experience)
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