Administrative Assistant for Investment Broker

3 days ago

Midland, Canada Assante Wealth Management Full time

**Assante Wealth Management**

237 King Street

Midland L4R 3M1

**Permanent Part-time**

Hours: 7.5 hours per day, 3 or 4 days/week, with periodic 5 days/week

Time Off: flexible

**Salary**: $23.00/hour starting plus employer contributions (EI, CPP, VP)

**Duties & Responsibilities**
- Execution and reconciliation of time sensitive trades
- Liaise with parties involved with transfers, administration and maintenance issues
- Management of client database
- Special project assistance (e.g. tax prep, switch & buy/sell initiatives, audit prep)
- Compliance and trade reports with Assante software
- Minor office maintenance
- Ongoing training

**Education/Training**
- Post-secondary degree
- Completion of IFIC or **CSC** an asset
- Investment Industry experience

**Knowledge, Skills & Abilities**
- Client Service Oriented
- Excellent verbal and written communication skills
- Excellent PC skills including MS Word, Excel and Outlook (Sales Force an asset)
- Basic investment knowledge (Mutual Funds, Stocks, ETFs, Bonds, GICs, RRSP, RRIF, TFSA)
- Strong analytical and problem solving abilities
- Attention to detail
- Neat
- Technology savvy
- Self motivated, hard worker
- Healthy non-smoker

While all responses are appreciated, only those considered for interviews will be contacted.

**Job Types**: Part-time, Permanent

**Salary**: From $23.00 per hour

**Benefits**:

- Flexible schedule
- On-site parking
- Paid time off
- Tuition reimbursement

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay

COVID-19 considerations:
The situation looks to be changing, however at this stage clients and staff are encouraged to wear masks.

**Education**:

- DCS / DEC (required)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)

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