Administrative Assistant, Financial Services
1 month ago
We are seeking an experienced Administrative Assistant to join our MD Financial Management team. The successful candidate will be responsible for providing administrative support to the team, ensuring the smooth operation of our office systems, and contributing to the overall success of our Client Administrative Services Regional team.
Key Responsibilities- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Maintain office systems, including network administration, telephone and voice mail programs, reference and product files, branch library, and Product & Procedures manual.
- Lead management of facilities operations, including delivery and change management of facilities-related changes.
- Liaise with Facilities to support leasehold improvements, lease renewals, and planned moves.
- Perform reception duties, including answering the telephone, greeting clients, managing incoming & outgoing mail & courier, and booking client appointments.
- Complete regional reporting requests & data analysis.
- Manage regional administration tasks for GIC Maturity Report/Letter Generation, Cash Report Generation, and SOTI.
- Coordinate and execute on a variety of regional initiatives, including seminars, Client Forums, and Professional Development Days, and coordinate logistics as required.
- Assist with branch compliance duties, including maintaining the security checklist and Business Continuity Plan.
- Participate in various regional meetings and special projects.
- Liaise with external partners, such as medical associations and accounting firms, for regional projects.
- Other administrative tasks.
- Community college diploma in Business Administration or equivalent.
- Three+ years' experience in an administrative or clerical position, preferably with a financial services company.
- Working knowledge of RRSPs, RRIFs, mutual funds, and client services would be an asset.
- Excellent computer skills, including MS Word, MS PowerPoint, and good understanding of current corporate applications.
The successful candidate will be required to be able to communicate in English and French, as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
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