Financial Services Assistant

2 days ago


Vancouver, British Columbia, Canada CI Financial Full time

CI Financial is a global wealth management and asset management advisory services company. We're seeking a skilled Sales and Service Administrator to join our team and provide administrative support to advisors with various financial tasks.

About the Job

This role requires an individual with excellent organizational and communication skills, as well as the ability to manage multiple tasks simultaneously. You will be responsible for preparing new account paperwork, verifying transaction completion, and maintaining databases and records.

Key Responsibilities
  • Coordinate workflow with other departments.
  • Liaise with internal departments, ICs, and Custodians to maintain strong relationships.
  • Prepare trade documents and verify transaction completion.
  • Manage email flow and coordinate meetings, travel arrangements, and logistical details.
  • Perform ad hoc administrative tasks as needed.
What We're Looking For

To be successful in this role, you will need:

  • A minimum of 2-3 years of administrative assistant experience.
  • Experience in a Financial Services environment.
  • Knowledge of investment products, such as Mutual Funds and RRSPs.
  • Strong oral and written communication skills, complemented by strong interpersonal skills.
  • Detail-oriented and able to work well under pressure.

We offer a dynamic work environment, flexible hours, and a range of benefits, including equipment purchase programs, training reimbursement, and employee savings plans.



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