Administrative Coordinator
2 weeks ago
Key Responsibilities:
• Acting as a receptionist by answering phones and greeting clients.
• Arranging client meetings including preparing printed materials and handling schedule changes.
• Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax documentation.
• Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
• Processing client account documentation
• Ordering marketing materials
• Maintaining client files and information on the appropriate systems
• Opening new accounts and processing new account documentation
• Ensuring all client interaction is accurately documented
• Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
• Following up with clients on missing documentation required as per the industry regulatory requirements
Functional Competencies:
• Excellent written and verbal communication skills in English (must)
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems; Word, Excel
• Financial industry experience is a plus
About the Role:
This Administrative Assistant, Financial will play a vital role in supporting the financial sector. The ideal candidate will have excellent communication skills and be able to work independently.
What We Offer:
• Opportunities for growth and development
• Full-time permanent position
• Monday to Friday schedule
• Benefits, vacation, and leave early on Fridays
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