Office Administrator

3 days ago

Red Deer, Canada Retire First Ltd. Full time

As a team member, you will assist the Portfolio Managers and Financial Advisors in providing comprehensive professional financial services. Your duties will include administrative support to branch operations, Portfolio Manager, Financial Advisors, and their clients.

Specifically, you will:

- Foster and support client relationships by liaising with clients.
- Support client’s general day to day administrative requests in a timely and confidential manner.
- Coordinate client appointments, portfolio reviews and other meetings.
- Manage and process account documentation and liaise with our back office.
- Ensure all client paperwork is up to date, completed correctly and adheres to regulatory requirements.
- Uphold all compliance processes and policies to ensure the safeguarding of client assets, their privacy, best interests and to maintain an effectively run practice.
- Assist in all sales and marketing initiatives.
- Support the preparation of client reports and mail outs.
- Prepare, edit, format reports, print letters, memos, and other materials.
- Review daily transactions, identify, and correct any problems/errors.
- Perform project-based work and a variety of general office duties as required.
- Excellent verbal and written communication skills
- The ability to work within deadlines in a high volume team-oriented environment
- Meticulous attention to detail
- Proactive problem solving
- Proficiency with Microsoft Office (MS Word, Excel) and Outlook
- Strong organizational skills and meticulous attention to detail
- Ability to prioritize, multitask, and work within time constraints
- Ability to work in a team environment and demonstrate a professional and friendly manner
- Requirement to complete the Canadian Securities Course (CSC) within 6 months of hire and become licensed with IIROC as an IR (Investment Representative) within 12 months.

This permanent full-time position includes a competitive compensation package. If you are looking for an excellent opportunity to grow and develop a career in the financial services industry, please send your resume, references and cover letter by October 15, 2024.

Expected hours: 35 per week

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 2024-10-15
Expected start date: 2024-11-01

  • Office Administrator

    4 days ago

    Red Deer, Canada GREAT NORTH WELLHEAD AND FRAC Full time

    **Great North, a Dril-Quip Company,** is a full-service provider of custom manufactured wellheads and supplies. We provide custom wellheads and valves machined to precise specifications or infield service, repair and industrial accessories. We are recruiting for an **Office Administrator** for our busy **Red Deer Branch**. This role will be responsible for...

  • Office Administrator

    3 days ago

    Red Deer, Canada Red Deer River Watershed Alliance Society Full time

    **Organization Summary**: The Red Deer River Watershed Alliance (RDRWA) is the recognized Watershed Planning Advisory Council for the Red Deer River Basin. It is a science-based, not-for-profit organization, led by a multistakeholder board. We work towards improving watershed health by: hosting public forums on water issues, conducting watershed assessment...

  • Office Administrator

    2 weeks ago

    Red Deer, Canada Spark Electrical Services Full time

    **Overview** **Qualifications and Attributes** - Must have strong computer skills including familiarity with QuickBooks accounting software, Microsoft Office including Excel and Word. - Ability to work independently as well as part of a team - Excellent work habits and organizational skills including effective administrative and computer skills. - Support...

  • administrative officer

    6 days ago

    Red Deer, Alberta, Canada Squeeky Kleen Car Wash Full time

    Education: Secondary (high) school graduation certificateExperience: 3 years to less than 5 yearsTasksReview and evaluate new administrative proceduresEstablish work priorities and ensure procedures are followed and deadlines are metCarry out administrative activities of establishmentCo-ordinate and plan for office services such as accommodation, relocation,...

  • Office Administrator

    1 day ago

    Red Deer, Canada Hi-Way 9 Express Ltd. Full time

    Hi-Way 9 Express Ltd. is currently seeking a full-time Office Administrator to join our Red Deer team. The shift will be Monday - Friday from 9:00AM - 6:00PM. Responsibilities will include, but are not limited to: - General administrative office duties - Answering phones and providing customer service - Data entry - Scanning - Processing credit card...

  • Office Administrator

    3 days ago

    Red Deer, Canada Hi-Way 9 Express Ltd. Full time

    Hi-Way 9 Express Ltd. is currently seeking a full-time Office Administrator to join our Red Deer team. The shift will be Monday - Friday from 9:00AM - 6:00PM. Responsibilities will include, but are not limited to: - General administrative office duties - Answering phones and providing customer service - Data entry - Scanning - Processing credit card...

  • Office Administrator

    1 week ago

    Red Deer, Canada A.C.E Courier Full time

    **Job Overview** **Responsibilities** - Manage front desk operations, including greeting visitors and answering phone calls with professionalism and courtesy. - Perform data entry tasks accurately and efficiently, ensuring all records are up-to-date. - Utilize QuickBooks for basic accounting tasks and financial record-keeping. - Provide exceptional customer...

  • Project & Office Administrator

    2 weeks ago

    Red Deer, Canada Melcor Developments Ltd. Full time

    **Who We Are** We are a diversified real estate development and asset management company. We transform raw land into high-quality finished product in both residential and commercial built form. We develop and manage master-planned, mixed-use residential communities, business and industrial parks, office buildings, retail commercial centres, and golf...

  • Temp Office Administrator

    1 week ago

    Red Deer, Canada Quick Silver Wireline Ltd. Full time

    **Job Overview** **Duties** - Answering phones and greeting visitors - Accounts Payable; obtaining approvals of invoices, assigning general ledger coding and posting in Sage, verification of invoices to statements, verifying and distributing semi-monthly cheque runs, responding to vendor inquiries - Account reconciliation - Booking and tracking hotel...

  • Administrative Assistant/office Manager

    1 week ago

    Red Deer, Canada Central Alberta FASD Network Full time

    **Employment Opportunities** **1.0 FTE Administrative Assistant/Office Manager** **$25.00 - 27.00/hour** based upon education and relevant experience. The Central Alberta FASD Network is a non-profit organization offering community based, cost-free, and fee for service programs, to individuals impacted by Fetal Alcohol Spectrum Disorder (FASD), and their...