Assistant (Administrative) (PC - 012)

작업 내용

Position Overview

The ideal applicant will be an active team participant in an expanding high-net-worth holistic wealth management business. The applicant will be responsible for providing administrative assistance to the team as required.

Duties and Responsibilities

• Acquire expert knowledge of the documentation process and liaise with back-office staff
• Monitor all pending and outstanding paperwork; diarize to follow up regularly
• Process all client banking related transactions
• Request transfers and follow up to completion
• Set up client accounts on dividend reinvestment program as requested
• Process all client account contributions, de-registrations, withdrawal requests, and payment changes
• Process year-end client charitable donations
• Attend all branch meetings and report to the team on any pertinent developments
• Provide marketing support to the team as required
• File and scan documents

Education

• High School Diploma, along with 1-year business/office experience
• Business Management Certificate/Diploma would be an asset
• Prior work experience in financial services would be an asset

Qualifications

• Exceptionally strong organizational skills
• Ability to prioritize to meet specific, timely, deadlines
• Strong fact-finding and problem-solving skills
• Ability to work autonomously while exhibiting initiative and attention to detail
• Proficient at multi-tasking
• Excellent oral and written communication
• Proficient in Microsoft Office programs (Word, Excel, PowerPoint, and Outlook)
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*A Word or PDF version of your resume must be attached to your application*