Administrative Assistant

4 days ago

Port Coquitlam, Canada Perler Financial Group Full time

**Job Type**:Full Time

**Location**: Port Coquitlam, BC

**Start Date**: As soon as possible

**Do you like working in a fast-paced office environment with a like-minded team? Are you detailed oriented, enjoy a variety of day-to-day tasks, and have a natural ability to learn effectively at a fast pace? You may be the right fit for our team**

**Duties & Responsibilities**
- Provide a high-level of administrative support to the advisor team
- Support advisors in meeting internal and external organizational needs; handling concerns, inquiries and general administrative needs that would otherwise require the advisors’ time
- Accurate mutual fund & ETF trade processing
- Prepare account opening documents
- Trade processing and account transfer follow ups
- Meeting prep
- Maintain appointment calendars with clients, wholesalers, advisors, and head office
- Verbal and written correspondence with clients, fund companies, other advisors, and other wholesalers on a daily basis.
- Other administrative responsibilities as required

**Knowledge, Skills and Abilities**

**Required**:

- Language: English
- Experience in the financial industry
- Excellent attitude, professionalism and an extraordinary client service orientation
- Excellent time management skills to handle multiple tasks with changing priorities
- Flexible, adaptable, and able to respond quickly to fluctuating workload
- A quick learner with strong verbal, written and interpersonal communication skills
- High degree of accuracy and attention to detail
- Strong initiative and self-motivated individual who can work independently and as a team member

Preferred:

- Knowledge of Dataphile
- Knowledge of Toolkit or other CRM
- Knowledge of Docusign

This is a full-time position, with working days between Monday to Friday and working hours 8:30am to 4:30pm

**Compensation**:
Pay is commensurate with experience. Please include your wage expectations in your cover letter.

Benefits: Medical, Dental, Vision care, Life Insurance, Disability Insurance, Group RRSP

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- RRSP match

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Port Coquitlam, BC: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 1 year (required)
- Administrative experience: 1 year (preferred)

Work Location: One location

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