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Highly Skilled Administrative Professional Wanted for Financial Planning Team
1 week ago
**About Executrade Consultants Ltd.**
We are one of Western Canada's most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.
**Why Work with Us?**
We apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.
In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents.
**Job Description**
As a Licensed Administrative Assistant, you'll provide exceptional client service and support a high-performing financial planning team by performing expert administrative tasks. Your proactive approach will help maintain efficient operations, ensure seamless client experiences, and keep financial planners updated for client meetings.
You will own the process of client account transactions, including contributions, withdrawals, pre-authorized payments, and portfolio rebalancing. You'll also dive into data input, portfolio reviews, and ensure compliance documentation is up to standard.
**Requirements**
We're seeking an individual with at least 3+ years of experience in an administrative-based position within the financial industry. A post-secondary education in Business, Finance, or a related field is preferred.
You should have strong knowledge of administrative processes and investment procedures, as well as a keen eye for compliance, securities regulations, confidentiality, and risk management. Proficiency in using financial planning software and Microsoft Office Suite is essential.
