Administrative Assistant
2 weeks ago
**Administrative Assistant**
- 2300558
**Job Summary**
**Essential Duties and Responsibilities**
- Handle all incoming and outgoing phone calls;
- Manage and maintain all paperwork;
- Prepare professional correspondence and reports, documents, and files;
- Respond to requests for information in a timely manner;
- Service clients’ general day-to-day requests;
- Communicate internally with various operational and administrative departments;
- Maintain the Customer Relationship Management (CRM) software;
- Manage our WOW service client program;
- Initiate and manage a proactive social media campaign
- Manage website & membership;
- Write finance blogs (with guidance) & prepare monthly newsletters;
- Co-ordinate production of The Wealthy Life as part of Raymond James sponsorship of the show; and
- Other duties as assigned.
**Qualifications - External**
**Knowledge, Skills, and Abilities**
**Knowledge of**:
- MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software;
- Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube); and
- CRM (Customer Relationship Management) software is an asset;
**Skill in**:
- Interpersonal, as well as verbal and written communication; and
- Organization and problem solving.
**Ability to;**
- Learn independently;
- Be proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position;
- Pay meticulous attention to detail;
- Prioritize and manage multiple deadlines and tasks; and
- Work in a team environment and demonstrate a professional and friendly manner.
**Education and Experience**
- Minimum 2 years of administrative experience; and
- Post-secondary education.
**Licenses and Certifications**
- Completion of the Canadian Securities Course (CSC) is an asset.
**Depending on eligibility, we offer**:
- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles
**Job** Wealth management
**Primary Location** CA-BC-Victoria-Victoria
**Organization** Branch
**Schedule** Full-time
**Status** Temporary Full-Time
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