Sales & Service Administrator

6 days ago


Winnipeg, Canada CI Investments Inc Full time

**ABOUT US**

Assante Private Client, a subsidiary of CI Private Wealth and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk management, and estate and tax planning services to our clients, helping them simplify and enhance their lives.

**POSITION**: Sales and Service Administrator

**LOCATION**: Winnipeg, MB

**STATUS**: Full-time

**JOB OVERVIEW**

**WHAT YOU WILL DO**
- Work with, coordinate, and follow up on work flow with other company departments
- Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (RBC Investor Services, NBCN)
- Prepare new account paperwork, trade documents, and verify transaction completion
- Prepare expense reports and other important confidential documents
- Coordinate, schedule and plan meetings, travel arrangement and other logístical details for the team
- Prepare Client related documents, reports, and presentations as required
- Maintain various databases, records, and monthly reports
- Coordinate and maintain calendars for multiple associates
- Ad hoc administrative tasks and special projects as assigned
- Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

**WHAT YOU WILL BRING**
- Minimum of 2 to 3 years of administrative assistant experience;
- Experience in a Financial Services environment;
- Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
- Strong oral and written communication skills complimented by strong interpersonal skills
- Detail-oriented and able to work well under pressure;
- Excellent prioritization and organizational skills;
- Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels
- Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.

Postings Tags: IND#



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