Administrative Coordinator

2 weeks ago


Halifax, Nova Scotia, Canada Randstad Canada Full time

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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