Administrative Assistant

3 days ago

Caledonia, Canada Manulife Securities Full time

Full time or part-time job opportunity. The role is perfect for someone who is experienced in office management and enjoys working in a fast-paced environment that requires multiple hats.

**1. Ensure a high level of non-trade client service by**:

- Preparing documentation for client meetings
- Processing client requests, account transfers, deposits, withdrawals and payments, requests for tax receipts and account reporting
- Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate

**2. Provide administrative support by**:

- Processing client account documentation
- Assisting in writing and processing clients’/prospects letters and proposals
- Ordering marketing materials
- Maintaining client files and information on the appropriate systems
- Opening new accounts and processing new account documentation
- Processing account transfer documentation and follow up to ensure receipt
- Following up on outstanding documentation for restricted accounts
- Ensuring all client interaction is accurately documented
- Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
- Following up with clients on missing documentation required as per the industry regulatory requirements
- Maintain compliance standards in client dealings/client files.

**Do you have the required skills to excel in the role? We'd love to work with you, if you have**:

- Excellent written and verbal communication skills
- Strong organizational skills
- Ability to take initiative and work independently
- Ability to meet deadlines
- Knowledge of Microsoft systems: Word, Excel and PowerPoint
- Experience in Financial Services or office administration considered a strong asset

**Job Types**: Full-time, Part-time
Part-time hours: 36 per week

**Salary**: $21.00-$22.00 per hour

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Caledonia, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (required)

**Experience**:

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

Work Location: In person

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