Administrative Support Specialist

5 days ago


Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time
Role Overview

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 Role

This 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.
Requirements and Qualifications
  • 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.
Benefits and Compensation
  • 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.
What We Offer
  • 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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