Financial Operations Specialist
2 weeks ago
We are seeking a highly skilled Financial Operations Specialist to join our team at Blue Chip Recruiting Ltd. in Calgary, Alberta.
About the Role:
- The successful candidate will provide exceptional administrative and customer-service support to our Advisor team and their clients.
- You will be responsible for managing client accounts, processing transactions, and maintaining accurate records.
- This is an excellent opportunity for someone who enjoys working in a fast-paced environment and is committed to providing outstanding service to high-net-worth clients.
Responsibilities:
- Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation
- Complete account processing activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.)
- Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers)
- Commit to rigorous follow-up relating to all client transactions to ensure proper processing and minimize errors
- Act as a general resource person for clients (ex: printing statements, tax slips)
- Maintain client files, ensure that all documentation and notes are compliant with industry regulations
- Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.)
- Help manage the office operations (ex: supply management, coordinating with HQ, greeting clients, expense tracking, etc.)
- Attend client events
- Prepare daily reports
Requirements:
- High level of proficiency in Microsoft Office tools; experience with financial tools an asset
- Demonstrated, reliable work ethic with the ability to manage multiple, competing priorities
- Experience in opening accounts with IIROC is considered a strong asset
- Exceptional organizational skills with excellent attention to detail
- Customer-focused attitude with a commitment to providing extraordinary service to high-net-worth clients
- Ability to adapt quickly to changing needs and work requirements
What We Offer:
- A competitive salary range of $65,000 - $85,000 per year, based on experience
- Ongoing training and professional development opportunities
- A dynamic and supportive work environment
- The chance to work with a prestigious wealth management firm and build your career in a rapidly growing industry
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