Administrative Support Specialist
5 days ago
This Administrative Support Specialist position at RGF Integrated Wealth Management is an exciting opportunity to provide high-quality support to our securities business and advisors.
About the RoleThis role will focus on delivering exceptional administrative support, ensuring seamless day-to-day operations, and contributing to a positive work environment. The ideal candidate will possess excellent communication skills, attention to detail, and a strong ability to learn quickly.
Main Responsibilities- Daily Account Documentation Review: Thoroughly review daily account documentation and ensure timely transmission of accurate information.
- Client Services: Provide first-point-of-contact support for advisory teams, addressing client inquiries, and resolving issues efficiently.
- Data Entry and Report Generation: Accurately enter data into our systems and generate reports as needed to support our team's decision-making processes.
- Administrative Tasks: Assist with various administrative tasks, including follow-ups, implementing procedures, and covering receptionist duties during breaks and absences.
- Proficiency in Microsoft Environment: Intermediate level proficiency in Word, Excel, and PowerPoint is required.
- Post-Secondary Education: A solid foundation in Business Administration or equivalent experience is essential.
- Financial Industry Experience: While not necessary, previous experience in the financial services industry is highly valued.
- Comprehensive Benefits Package: Enjoy comprehensive health and dental benefits, including tax-free wellness spending accounts and employee assistance programs.
- Competitive Salary Range: $45,000.00-$50,000.00 per year, commensurate with experience.
- Vacation Time and Paid Days: Take three weeks of paid vacation time and enjoy additional paid personal days.
- RRSP Matching: We offer RRSP matching to support your long-term financial goals.
- Opportunities for Growth: Develop your skills and expertise within our organization.
- A Diverse Team Culture: Collaborate with a talented team dedicated to excellence in wealth management.
- Career Development: Pursue continuing education opportunities to enhance your professional development.
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